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Charlotte Marie Jones

Chief Operations OfficerNorthstar Financial Management, Inc.CRD 7295993

About Charlotte Marie Jones

Charlotte Marie Jones is listed as Chief Operations Officer at Northstar Financial Management, Inc. in Moscow, ID. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Northstar Financial Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charlotte Marie Jones work?

Charlotte Marie Jones is listed as Chief Operations Officer at Northstar Financial Management, Inc. on SEC Form ADV.

How much of Northstar Financial Management, Inc. does Charlotte Marie Jones own?

Form ADV reports a beneficial ownership band of 25-50%.

Northstar Financial Management, Inc.

TitleChief Operations Officer
Ownership25-50%
Control personYes
Since2020
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