Jason Blum (CRD# 6622890) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sainte Genevieve, MO and has over 8 years of experience in the finance industry.
CRD# 4475220
Jefferson Asset Management
CRD# 6955303
Edward Jones
CRD# 5514255
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 27 N Main Street, LLC | Ste. Genevieve, MO | Mar 2023 - Current | 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Mar 2017 - Current | 7 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2017 - Current | 7 |
| Horrell & Basler Financial Group LLC | Ste. Genevieve, MO | Feb 2017 - Current | 7 |
| Hsb Advisors, LLC | Ste. Genevieve, MO | Jan 2017 - Current | 7 |
| Client One Securities, LLC | Leawood, KS | Apr 2016 - Mar 2017 | < 1 |
| N/a | Ste. Genevieve, MO | Dec 2015 - Apr 2016 | < 1 |
| Southeast Missouri State University | Cape Girardeau, MO | Aug 2015 - Dec 2015 | < 1 |
| Crystal Heating And Cooling | Crystal City, MO | Jul 2015 - Aug 2015 | < 1 |
| N/a | Cape Girardeau, MO | Dec 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- MO
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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