JB
JB

Jason Bleimeyer

31 Years of Experience
Dolores, CO
Broker

Jason Bleimeyer is a registered investment advisor at Morgan Stanley, based in Dolores, CO, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Dolores, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason is the treasurer of Blue Spruce Glen and an instructor at Global Wealth Management Institute, dedicating minimal time outside business hours to each. He is also a member of *463545-EJDK LLC, a real estate company in Phoenix, Arizona, spending a few hours per week on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2003 - April 2007 · 3 yrs 10 mos
U.S. Bancorp Piper Jaffray INC.Broker
February 1995 - July 2003 · 8 yrs 5 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAIAIDILINKSMAMDMIMNMOMSMTNCNJNMNVNYOHORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Bleimeyer - Financial Advisor | TrueAdvisor