Jean Anne Griffin
Investment adviser representative at Northstar Investment Advisory LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
20 years in the industry.
- Northstar Investment Advisory LLCDec 2023 to now
- UnemployedJul 2023 to Dec 2023
- Northstar Investment Advisory Firm LLCApr 2022 to Jul 2023
- UnemployedDec 2021 to Apr 2022
- Amicus Financial Advisors, LLCMay 2021 to Dec 2021
- Lubbock Health DepartmentJul 2020 to May 2021
- UnemployedNov 2018 to Jul 2020
- Kuykendall & Schneider, Inc.Apr 2018 to Nov 2018
- Diversified Investors Securities Corp.Jun 2006 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Northstar Investment Advisory LLC
$0Assets managed
24,560Clients
9Advisers
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
- 3255734
- Firm CRD
- 315965