Kaitlin C. Jones
NORTHSTAR FINANCIAL MANAGEMENT
Moscow, ID 83843-2806
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CRD#: 6267907
Professional summary
Kaitlin Christine Jones, CFP® is a registered financial advisor currently at NORTHSTAR FINANCIAL MANAGEMENT, INC. located in Moscow, Idaho and COMPOUND PLANNING, INC. located in Moscow, Idaho.
Kaitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kaitlin has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Budgeting
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Estate Planning
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
Divorce Planning
Entrepreneurs
Financial Psychology/Coaching
Investment Advice with Ongoing...
Investment Advice without Ongo...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kaitlin Christine Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
March 28, 2017 - Present
NORTHSTAR FINANCIAL MANAGEMENT, INC.
Office #1: 110 South Main Street, Moscow, ID 83843-2806RIA
CRD#: 287594
Moscow, ID
Current
June 11, 2025 - Present
COMPOUND PLANNING, INC.
Office #1: 110 S Main St, Moscow, ID 83843RIA
CRD#: 171787
Moscow, ID
Past
January 3, 2014 - October 3, 2017
HRC WEALTH MANAGEMENT, LLC
RIA
CRD#: 117212
MOSCOW, ID
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
COMPOUND PLANNING, INC.
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)California
Registered Investment Advisory firm - (8/13/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/11/2025)
IAR
Idaho(3/28/2017)
IAR
Oregon(6/11/2025)
IAR
Washington(6/11/2025)
Current Firm
CP
COMPOUND PLANNING, INC.
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)California
Registered Investment Advisory firm - (8/13/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 Broadway 5th Floor, New York, NY 10006
Mailing Address
169 Madison Avenue Suite 15201, New York, NY 10016
Phone number
(888) 533-9364
Established
Firm type
Fiscal year end
# of Employees
104
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 3,025,356,111 |
Red Flags
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