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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer and Managing Partner · Northfront Financial USA Inc

Jeffrey D. Ady

CRD 7864881 · Named on Form ADV at one SEC-registered adviser

At a glance

Northfront Financial USA Inc, an SEC-registered wealth manager based in Calgary, Alberta, Canada with $11 million in regulatory assets, lists Jeffrey D. Ady on its Form ADV as Chief Compliance Officer and Managing Partner.

Firms and roles

  • Northfront Financial USA IncChief Compliance Officer and Managing PartnerWealth manager · Calgary, Alberta, Canada · $11M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2024 (2 years)
Designations
None on file
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jeffrey’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.