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Charlotte Marie Jones

NORTHSTAR FINANCIAL MANAGEMENT, INC.·MOSCOW, Idaho
Clean recordNORTHSTAR FINANCIAL MANAGEMENT, INC.
110 SOUTH MAIN STREET, MOSCOW, ID 83843-2806CRD# 7295993Firm CRD# 287594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charlotte Marie Jones · MOSCOW, ID
Registration
CRD #7295993 · NORTHSTAR FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charlotte Marie Jones is a registered financial advisor based in MOSCOW, Idaho, affiliated with NORTHSTAR FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NORTHSTAR FINANCIAL MANAGEMENT, INC.
NORTHSTAR FINANCIAL MANAGEMENT, INC.
AUM
$104M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NORTHSTAR FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 7295993
Firm CRD# 287594
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charlotte Marie Jones offer?
Charlotte Marie Jones specializes in Financial Planning, Investment Management. Contact their office in MOSCOW, Idaho for a consultation.
What are Charlotte Marie Jones's credentials?
Charlotte Marie Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charlotte Marie Jones located?
Charlotte Marie Jones is based in MOSCOW, Idaho, working with NORTHSTAR FINANCIAL MANAGEMENT, INC.. Their office serves clients in the MOSCOW metropolitan area and surrounding communities.
How does Charlotte Marie Jones charge for services?
Charlotte Marie Jones's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL MANAGEMENT, INC.?
NORTHSTAR FINANCIAL MANAGEMENT, INC. has approximately 3 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSTAR FINANCIAL MANAGEMENT, INC.

Kaitlin Christine Jones
MOSCOW, ID
Mark Alexander Mooring
MOSCOW, ID

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