Kaitlin
Jones
Northstar Financial Management, Inc
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About this Advisor
Kaitlin Jones is a financial advisor based in Moscow, Idaho, working with Northstar Financial Management, Inc. Kaitlin has previously held positions at Hrc Wealth Management, LLC, Hayden Ross, Pllc, Northstar Financial Management Inc, and Intuit Turbo Tax. Kaitlin has passed the Series 65 regulatory exam and is registered to provide services in California, Idaho, Oregon, Texas, and Washington. Currently, Kaitlin is part of Northstar Financial Management, Inc, which operates out of Moscow, Idaho. The firm has 1 office and 4 employees. The firm manages assets totaling $103.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Northstar Financial Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northstar Financial Management, Inc Brokerage Details
$103,823,657
4
616
$168,545
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
Northstar Financial Management Inc
Intuit Turbo Tax
Hrc Wealth Management, LLC
Hayden Ross, Pllc
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 6/19/2024. 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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