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Jaisy Prem

Northstar Investment Advisory LLC

Fresno, CA

CRD 6576323

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Employer firm

Northstar Investment Advisory LLC CRD 315965

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Northstar Investment Advisory Llc

8605 Santa Monica Blvd Pmb 65044, West Hollywood, CA 90069 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-11
  • CA RA
    APPROVED
    Since 2022-04-11

Branch Locations

Fresno, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Fresno CA 11/2015 02/2019
Princor Financial Services Corporation Fresno CA 11/2015 02/2019
Northstar Fresno CA 01/2021 Present
Self-Employed Financial Consultant Fresno CA 03/2019 01/2021
  • 11/2015 → 02/2019
    Principal Life Insurance Company
    Fresno, CA
  • 11/2015 → 02/2019
    Princor Financial Services Corporation
    Fresno, CA
  • 01/2021 → Present
    Northstar
    Fresno, CA
  • 03/2019 → 01/2021
    Self-Employed Financial Consultant
    Fresno, CA
Previous Registrations
Other Businesses

***Group Benefits, Medical, Dental, Vision, 02/04/16. ***Fixed Insurance, Life, DI, Annuity, 02/04/16. ***Rental Properties, Co-owner, 05/09/17.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-21
  • S66 Uniform Combined State Law Examination
    2016-01-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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