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Kaitlin Christine Jones

Compound Planning, Inc.

Moscow, ID

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-08
OR RA APPROVED 2025-10-08
ID RA APPROVED 2025-06-11
WA RA APPROVED 2025-06-11
  • CA RA
    APPROVED
    Since 2025-10-08
  • OR RA
    APPROVED
    Since 2025-10-08
  • ID RA
    APPROVED
    Since 2025-06-11
  • WA RA
    APPROVED
    Since 2025-06-11

Branch Locations

110 S Main St, Moscow, ID 83843 • United States

115 Broadway 5Th Floor, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hrc Wealth Management, Llc Moscow ID 01/2012 01/2017
Northstar Financial Management Inc. Moscow ID 01/2017 06/2025
Intuit Turbo Tax Moscow ID 01/2020 04/2020
Compound Planning, Inc. Moscow ID 06/2025 Present
Previous Registrations
  • 2017-03-28 → 2025-12-05
    Northstar Financial Management, Inc.
    Moscow, ID
  • 2014-01-03 → 2017-10-03
    Hrc Wealth Management, Llc
    Moscow, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-03
  • S65 Uniform Investment Adviser Law Examination
    2014-01-03
Designations

View on SEC IAPD

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Other Offices

HRC WEALTH MANAGEMENT, LLC · MOSCOW, ID
THRIVENT INVESTMENT MANAGEMENT INC. · Moscow, ID
EDWARD JONES · MOSCOW, ID
EDWARD JONES · MOSCOW, ID
D.A. DAVIDSON & CO. · MOSCOW, ID
EDWARD JONES · MOSCOW, ID
OSAIC WEALTH, INC. · Pullman, WA
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