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John Andrew Nordstrom

THE Caprock Group, LLC

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About John Andrew Nordstrom

John Andrew Nordstrom is an investment advisor representative at The Caprock Group, LLC, a wealth management firm. John has been in the industry since August 2019 and holds a Series 65 license. John specializes in wealth management and consulting. The Caprock Group, LLC is a firm based in Boise, ID that provides wealth management and consulting services to a variety of clients, including individuals, families, and businesses. The firm's core focus is providing personalized financial advice that is tailored to each client's specific needs and goals.

Firm Information

John Nordstrom is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management & consulting

Wealth management & consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Nordstrom’s Registration & Firm History

ID

09/18/2019 - Present

THE Caprock Group, LLC (BOISE ID)

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Licenses & Designations

IA

Issued 09/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Andrew Nordstrom.
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