John Carson, financial advisor Blue Bell PA

John Carson

CRD Number: 1747733
Current Firm: Northstar Asset Management LLC

John Carson (CRD# 1747733) is an Investment Advisor Representative working at Northstar Asset Management LLC in Blue Bell, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Northstar Asset Management, Inc. Blue Bell, PA May 2018 - Current 3
Glenmede Trust Company Philadelphia, PA Apr 2013 - May 2018 5
Oppenheimer & Company Inc. Philadelphia, PA Mar 2012 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S66 NASAA Uniform Combined State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for John G. Carson
Phone Number: 484-342-4200
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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