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Kaitlin Christine Jones

NORTHSTAR FINANCIAL MANAGEMENT, INC.·MOSCOW, Idaho
Clean recordNORTHSTAR FINANCIAL MANAGEMENT, INC.
110 SOUTH MAIN STREET, MOSCOW, ID 83843-2806CRD# 6267907Firm CRD# 287594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kaitlin Christine Jones · MOSCOW, ID
Registration
CRD #6267907 · NORTHSTAR FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kaitlin Christine 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6267907
Firm CRD# 287594
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kaitlin Christine Jones offer?
Kaitlin Christine Jones specializes in Financial Planning, Investment Management. Contact their office in MOSCOW, Idaho for a consultation.
What are Kaitlin Christine Jones's credentials?
Kaitlin Christine Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kaitlin Christine Jones located?
Kaitlin Christine 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 Kaitlin Christine Jones charge for services?
Kaitlin Christine 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.

Charlotte Marie Jones
MOSCOW, ID
Mark Alexander Mooring
MOSCOW, ID

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