Dana Eve Jacoby
Investment adviser representative at The Northstar Group, Inc.
12 yearsExperience
1 stateRegistered in
$1BFirm assets
34 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Osaic Wealth, Inc.Mar 2025 to now
- The Northstar Group, Inc.Jan 2025 to now
- Bank of AmericaJun 2023 to Nov 2024
- The Mitre CorporationJun 2021 to Aug 2022
- Tufts UniversitySep 2019 to Jun 2023
- Horace Mann SchoolSep 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Northstar Group, Inc.
$1BAssets managed
258Clients
5Advisers
34 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
- 7780531
- Firm CRD
- 110409