Charlotte Jones (CRD# 7295993) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 3 years of experience in the finance industry.
CRD# 6087680
Edward Jones
CRD# 1922322
Edward Jones
CRD# 5537001
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Financial Management | Moscow, ID | Aug 2020 - Current | 3 |
| Intuit, Inc. | San Diego, CA | Aug 2018 - Aug 2020 | 2 |
| Ftd Companies | San Diego, CA | Jul 2016 - Aug 2018 | 2 |
| Unemployed | San Diego, CA | Jan 2016 - Jul 2016 | < 1 |
| Outerwall | San Diego, CA | Aug 2014 - Jan 2016 | 1 |
| Microsoft | Redmond, WA | Jul 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- CA
- ID
- OR
- TX
- WA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$168,545
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, ID, LA, OR, TX, WA
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