Charlotte Marie Jones
Investment adviser representative at Compound Planning, Inc.
10 yearsExperience
4 statesRegistered in
$4.8BFirm assets
4 yearsFirm in business
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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
10 years in the industry.
- Compound Planning, Inc.Jun 2025 to now
- Northstar Financial ManagementAug 2020 to Jun 2025
- Intuit, IncAug 2018 to Aug 2020
- Ftd CompaniesJul 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7295993
- Firm CRD
- 171787