Charlotte Marie Jones is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2025-06-10 | present | Yes |
| NORTHSTAR FINANCIAL MANAGEMENT, INC. | 2020-09-30 | 2025-12-05 | — |