Jaisy Prem
Jaisy Prem is a CFP-designated registered investment advisor at Northstar Investment Advisory LLC, based in Fresno, CA, with 7 years of industry experience. Jaisy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, Retirement Planning. Their firm serves 24,560 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Northstar Investment Advisory offers ongoing financial planning and personal financial management services through a monthly subscription model. Depending on the arrangement, your employer may pay this fee on your behalf, or you will pay a monthly membership fee directly. Services include access to digital budgeting tools and personalized advice from a financial planner via chat, phone, video, or email.
Location
Fresno, CA
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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