Jo Aldridge

from Northwest Asset Management
SEC regulated
Regulated Investment Advisor
Jo Aldridge is a financial advisor based in Washington, Mercer Island, with 23 years of experience. Jo currently works for Northwest Asset Management. Jo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jo Aldridge works at Northwest Asset Management
Northwest Asset Management is a financial advisory firm based in Mercer Island, Washington. It currently has approximately $2,185,879,230 of assets under management and employs about 55 people. Northwest Asset Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2835 82nd Avenue Se, Ste 100, Mercer Island, Washington, 98040

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