Firm Information

Compensation
Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
17,809 clients
Average Client Portfolio
Not specified

Fee Structure

Northstar charges a monthly subscription fee for its retail services, disclosed during enrollment. The fee is charged monthly to the client's designated payment method. For employer-sponsored services, Northstar receives a subscription-based monthly fee per eligible employee, with volume discounts for employers with more employees. Fees are negotiated with the employer and defined in an annual contract.

Areas of Practice
Financial Planning & CoachingRetirement Planning
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Advisor Information

Office location

Fresno, CA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jaisy is involved in group benefits, medical, dental, and vision insurance since 2016, as well as fixed insurance, life, disability insurance (DI), and annuities, also since 2016. Jaisy is also a co-owner of rental properties since 2017.

Employment History
Current Registrations
Northstar Investment Advisory LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Principal Securities, INC.
February 2016 - February 2019 · 3 yrs
Principal Securities, INC. Broker
December 2015 - February 2019 · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.