Jaisy Prem
Investment adviser representative at Northstar Investment Advisory LLC
11 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
11 years in the industry.
- Northstar Investment Advisory LLCApr 2022 to now
- NorthstarJan 2021 to now
- Self-employed Financial ConsultantMar 2019 to Jan 2021
- Principal Life Insurance CompanyNov 2015 to Feb 2019
- Princor Financial Services CorporationNov 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6576323
- Firm CRD
- 315965