Kaitlin
Jones
Northstar Financial Management, Inc
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About this Advisor
Kaitlin Jones is a certified financial planner who works in Moscow, Idaho, with a total of 6 years of relevant experience. Jones currently works for Northstar Financial Management, Inc. Throughout their career, they have worked at Hrc Wealth Management, LLC, Hayden Ross, Pllc and Northstar Financial Management Inc. Jones has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California, Idaho and Washington. Northstar Financial Management, Inc is a firm based out of Moscow, ID. The company has just four employees. It oversees $91 million in assets across its 561 accounts, making it one of the smaller firms in the United States by assets under management. Of its 561 client accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. Northstar Financial Management, Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules vary depending on which service is provided. Fee types billed by Northstar Financial Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northstar Financial Management, Inc Brokerage Details
$91,184,191
4
561
$162,539
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kaitlin Jones Work History
Kaitlin has been registered as a financial advisor for 6 years.*
Northstar Financial Management Inc
Hrc Wealth Management, LLC
Hayden Ross, Pllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlin Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Financial Management, Inc
Moscow, ID
Moscow, ID
Moscow, ID
Moscow, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
