Jonathan Landry, financial advisor Burlington VT

Jonathan Landry

CRD Number: 6004737
Current Firm: 44 North Capital, LLC

Jonathan Landry (CRD# 6004737) is an Investment Advisor Representative working at 44 North Capital, LLC in Burlington, VT and has over 12 years of experience in the finance industry. Jonathan Landry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
44 North Capital, LLC Burlington, VT Sep 2023 - Current < 1
Bank Of America, N.a. Burlington, VT Feb 2012 - Sep 2023 11
Merrill Lynch Burlington, VT Nov 2011 - Sep 2023 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jonathan A. Landry
Phone Number: 971-371-3450
Firm Website: https://44ncap.com
Registered State(s):
  • CT
  • VT
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $319,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CT, FL, VT

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