This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2004
- Office Locations
- 1
Office Locations
About Trunorth Financial Services, Inc.
truNorth Financial Services, Inc. is a Chambersburg, PA-based investment advisory serving retail and institutional clients. The firm provides financial planning and discretionary portfolio management, including asset allocation and portfolio construction, with support for tax, estate, and insurance planning. Portfolios commonly use mutual funds and ETFs alongside fixed income and alternative exposures. Recognized as a CPBJ Fastest Growing Company winner.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER JOSEPH JACKSON
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #6039756
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Noah Eshenaur
Portfolio Manager
- CRD
- #7611815
Kristin Ashley Ramsay
President
- CRD
- #7544286
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,492,678 | $247,199 |
| Non-Discretionary | $0 | -- |
| Total | $309,492,678 | $247,199 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing