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John Gerard Carson

Investment Adviser Representative at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Blue Bell, PACRD #1747733Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
PennsylvaniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/10/2019
Series 66
Uniform Combined State Law Examination
Passed 4/10/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 1/14/1988
Series 3
National Commodity Futures Examination
Passed 4/7/1988
Series 7
General Securities Representative Examination
Passed 2/20/1988
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 6/30/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $3,000,0000.80%
Assets over $5,000,0000.70%
Source

Northstar Asset Management Company, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NORTHSTAR ASSET MANAGEMENT COMPANY, LLCCurrent
2/18/2024 – Blue Bell, PA
NORTHSTAR ASSET MANAGEMENT LLC
12/10/2019 – 2/23/2024Blue Bell, PA
OPPENHEIMER & CO. INC.
3/1/2012 – 4/2/2013Philadelphia, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2/8/2001 – 1/3/2012Philadelphia, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

1 other advisor in the directory

William Thomas Kaeli Jr
Investment Adviser Representative
Dual-registered
View NORTHSTAR ASSET MANAGEMENT COMPANY, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Gerard Carson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Gerard Carson - Financial Advisor in Blue Bell, PA | AdvisorFinder