JP
CFP
JP
CFP

Jaisy Prem

6 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
17,809 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

Fresno, CA

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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.

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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 10 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.
Jaisy Prem - Financial Advisor | TrueAdvisor