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Jeffrey Charles Slocum

NORTHSIDE CAPITAL MANAGEMENT LLC·HOOD RIVER, Oregon
Series 7, Series 24, Series 28, Series 63Clean recordNORTHSIDE CAPITAL MANAGEMENT LLC
116 3RD STREET, SUITE 313, HOOD RIVER, OR 97031CRD# 1742481Firm CRD# 107784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Slocum · HOOD RIVER, OR
Registration
CRD #1742481 · NORTHSIDE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 28
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784 · SEC 801-56071
AUM
$5.3B
Regulatory assets under management
Employees
12
545 client accounts
Services offered by NORTHSIDE CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NORTHSIDE CAPITAL MANAGEMENT LLC →
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Frequently Asked Questions

What services does Jeffrey Charles Slocum offer?
Jeffrey Charles Slocum specializes in Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are Jeffrey Charles Slocum's credentials?
Jeffrey Charles Slocum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Slocum located?
Jeffrey Charles Slocum is based in HOOD RIVER, Oregon, working with NORTHSIDE CAPITAL MANAGEMENT LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.
How does Jeffrey Charles Slocum charge for services?
Jeffrey Charles Slocum'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 NORTHSIDE CAPITAL MANAGEMENT LLC?
NORTHSIDE CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSIDE CAPITAL MANAGEMENT LLC

John Hugh Phillips
HOOD RIVER, OR

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CFP

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Nearby cities in Oregon
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Research
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