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Jean Anne Griffin

Northstar Investment Advisory LLC

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About Jean Anne Griffin

Jean Anne Griffin is a financial advisor based in WEST HOLLYWOOD, CA. Jean Anne works with Northstar Investment Advisory LLC which is headquartered in West Hollywood, CA. Jean Anne has been in the financial industry since 1999 and has a variety of experience. Jean Anne's financial practice is focused on providing financial planning services to individuals and providing educational seminars to clients.

Firm Information

Jean Griffin is currently registered with Northstar Investment Advisory LLC. Northstar Investment Advisory LLC is an investment advisory firm located in WEST HOLLYWOOD, CA. The firm provides financial planning and educational seminars to individuals. They have 11 employees and report having 15137 clients.
Northstar Investment Advisory LLC

8605 SANTA MONICA BLVD

WEST HOLLYWOOD, CA 90069

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jean Griffin’s Registration & Firm History

CA

01/12/2024 - Present

Northstar Investment Advisory LLC (WEST HOLLYWOOD CA)

TX

04/02/2018 - 01/02/2019

KUYKENDALL & SCHNEIDER, INC. (LUBBOCK TX)

TX

07/15/2002 - 04/03/2018

TRANSAMERICA INVESTORS SECURITIES CORPORATION (LUBBOCK TX)

CT

10/03/2000 - 06/25/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

08/31/1999 - 09/27/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 01/09/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jean Anne Griffin.
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