Jeffrey Adam Silverman
Investment adviser representative at Northstar Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$377MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Northstar Advisory Group, LLCJun 2024 to now
- JPMorgan Chase & Co.Nov 2023 to Jun 2024
- UnemployedMay 2023 to Oct 2023
- Citizens Financial Group, Inc.Oct 2022 to Apr 2023
- Envoy Mortgage, Ltd.Apr 2021 to Oct 2022
- The Bank of America CorporationFeb 2019 to Apr 2021
- The PNC Financial Services Group, Inc.Feb 2018 to Jan 2019
- Citizens Financial Group, Inc.Jan 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Northstar Advisory Group, LLC
$377MAssets managed
372Clients
3Advisers
6 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
- 4386157
- Firm CRD
- 306850