Kaitlin Christine Jones
Investment adviser representative at Compound Planning, Inc.
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$4.8BFirm assets
Are you Kaitlin Christine Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Compound Planning, Inc.Jun 2025 to now
- Intuit Turbo TaxJan 2020 to Apr 2020
- Northstar Financial Management Inc.Jan 2017 to Jun 2025
- Hrc Wealth Management, LLCJan 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 4 states (CA, ID, OR, WA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6267907
- Firm CRD
- 171787