Unclaimed Profile

Christine Joann Jantz

NORTHSTAR ASSET MANAGEMENT INC·BOSTON, Massachusetts

Series 65Clean record22 years registeredNORTHSTAR ASSET MANAGEMENT INC

2 HARRIS AVENUE, BOSTON, MA 02130CRD# 4666992Firm CRD# 107138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christine Joann Jantz · BOSTON, MA

Registration

CRD #4666992 · NORTHSTAR ASSET MANAGEMENT INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHSTAR ASSET MANAGEMENT INC

NORTHSTAR ASSET MANAGEMENT INC

Jul 2008 – Apr 2020

BOSTON, MA

JANTZ MANAGEMENT LLC

Sep 2003 – Nov 2022

MEDFORD, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 4, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR ASSET MANAGEMENT INC

CRD 107138 · SEC 801-37897

AUM

$699M

Regulatory assets under management

Employees

494 client accounts

Services offered by NORTHSTAR ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at NORTHSTAR ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Christine Joann Jantz offer?

Christine Joann Jantz specializes in Investment Management, Fee-Only Advisory.

What are Christine Joann Jantz's credentials?

Christine Joann Jantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christine Joann Jantz located?

Christine Joann Jantz is based in BOSTON, Massachusetts, last registered with NORTHSTAR ASSET MANAGEMENT INC.

How does Christine Joann Jantz charge for services?

Christine Joann Jantz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR ASSET MANAGEMENT INC?

NORTHSTAR ASSET MANAGEMENT INC has approximately 16 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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