Jeffrey Blaser
Jeffrey Blaser is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Burlington, NC, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
3065 South Church Street, Burlington, NC, 27215
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2021Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance products and owns Blaser Properties LLC, a commercial real estate entity. He also owns Blaser Investment Management Group, Inc., which facilitates securities, advisory, and insurance business, taking up nearly all of Jeffrey's time.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Raymond James Financial Services Advisors, INC
Blaser Investment Management Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.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.