Jean Anne Griffin

CFP

Northstar Investment Advisory LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Northstar Investment Advisory LLC

Compensation

Fixed/Hourly

Firm Size

9 advisors

Number of Clients

17,809 clients

Average Client Portfolio

Not specified

Fee Structure

Location

8605 Santa Monica Blvd, Pmb 65044, West Hollywood, CA, 90069

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History

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.

Employment History

Current Registrations

Northstar Investment Advisory LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Northstar Investment Advisory LLC

May 2022 - June 2023 · 1 yr 1 mo

Amicus Financial Advisors, LLC

August 2021 - January 2022 · 5 mos

Kuykendall & Schneider, INC.Broker

April 2018 - January 2019 · 9 mos

Transamerica Investors Securities CorporationBroker

July 2002 - April 2018 · 15 yrs 9 mos

Ing Financial Advisers, LLCBroker

October 2000 - June 2002 · 1 yr 8 mos

Aetna Financial Services, INC.Broker

August 1999 - September 2000 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.