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Kaitlin Christine Jones

NORTHSTAR FINANCIAL MANAGEMENT, INC.·MOSCOW, Idaho
Series 65Clean record12 years registeredNORTHSTAR 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. · 12 years registered
Brand Profile
Not yet started
01

Career History

COMPOUND PLANNING, INC.
Jun 2025 – present
NORTHSTAR FINANCIAL MANAGEMENT, INC.
Mar 2017 – Dec 2025
MOSCOW, ID
HRC WEALTH MANAGEMENT, LLC
Jan 2014 – Oct 2017
MOSCOW, ID
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2014
Years registered · 12
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 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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