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Nancy Harper Jones

FIGURE 8 INVESTMENT STRATEGIES LLC·BOISE, Idaho
Unclaimed Profile
1410 W WASHINGTON ST, BOISE, ID 83702CRD# 6973353Firm CRD# 282973
01

About

Nancy Harper Jones is a registered financial advisor based in BOISE, Idaho, affiliated with FIGURE 8 INVESTMENT STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FIGURE 8 INVESTMENT STRATEGIES LLC
FIGURE 8 INVESTMENT STRATEGIES LLC
AUM
$166M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FIGURE 8 INVESTMENT STRATEGIES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6973353
Firm CRD# 282973
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Harper Jones offer?
Nancy Harper Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Nancy Harper Jones's credentials?
Nancy Harper Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Harper Jones located?
Nancy Harper Jones is based in BOISE, Idaho, working with FIGURE 8 INVESTMENT STRATEGIES LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Nancy Harper Jones charge for services?
Nancy Harper Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIGURE 8 INVESTMENT STRATEGIES LLC?
FIGURE 8 INVESTMENT STRATEGIES LLC has approximately 6 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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