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Charlotte Marie Jones

NORTHSTAR FINANCIAL MANAGEMENT, INC.·MOSCOW, Idaho
Series 65Clean record5 years registeredNORTHSTAR 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. · 5 years registered
Brand Profile
Not yet started
01

Career History

COMPOUND PLANNING, INC.
Jun 2025 – present
NORTHSTAR FINANCIAL MANAGEMENT, INC.
Sep 2020 – Dec 2025
San Diego, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 30, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSTAR FINANCIAL MANAGEMENT, INC.
CRD 287594 · SEC 801-122129
AUM
$104M
Regulatory assets under management
Employees
3
616 client accounts
Services offered by NORTHSTAR FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at NORTHSTAR FINANCIAL MANAGEMENT, INC. →
Introduction

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05

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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