Unclaimed Profile

James Joel Latorre

NORTHERN CROSS, LLC·BOSTON, Massachusetts

Series 3, Series 5, Series 7, Series 63Clean record23 years registeredNORTHERN CROSS, LLC

125 SUMMER STREET SUITE 1410, BOSTON, MA 02110CRD# 1231894Firm CRD# 128223

Profile Verification

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

Identity

James Joel Latorre · BOSTON, MA

Registration

CRD #1231894 · NORTHERN CROSS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHERN CROSS, LLC

NORTHERN CROSS, LLC

Nov 2003 – Dec 2018

BOSTON, MA

SUMMIT INTERNATIONAL INVESTMENTS INC

May 2003 – Dec 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 63

Registration record

First registered · May 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHERN CROSS, LLC

CRD 128223 · SEC 801-62668

AUM

$33.2B

Regulatory assets under management

Employees

13 client accounts

Services offered by NORTHERN CROSS, LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at NORTHERN CROSS, LLC →

Introduction

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Frequently Asked Questions

What services does James Joel Latorre offer?

James Joel Latorre specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are James Joel Latorre's credentials?

James Joel Latorre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joel Latorre located?

James Joel Latorre is based in BOSTON, Massachusetts, last registered with NORTHERN CROSS, LLC.

How does James Joel Latorre charge for services?

James Joel Latorre'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 NORTHERN CROSS, LLC?

NORTHERN CROSS, LLC has approximately 9 employees and manages $33.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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