Jay Bluestine
Jay Bluestine is a registered investment advisor at Blue Square Asset Management, LLC, based in New York, NY, with 28 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 204 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Square Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on whether you're an individual or an institution, the size of your portfolio, and the services you receive. The fee is calculated quarterly, in advance. Fees for sourcing, due diligence, and monitoring services for private funds are negotiable and within the same rate.
Location
17 State Street, 40th Floor, New York, NY, 10004
Get directionsHistory
Regulatory History (2)
Regulatory
September 2020Employment Separation After Allegations
November 2018Other Business ActivitiesSells Insurance
Jay is a board member at Tactual Labs Co, dedicating minimal time. He is also a referring insurance agent for Epic Insurance Brokers and Consultants and Norwood Financial Group, spending minimal time on each.
Employment History
Current Registrations
Blue Square Asset Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fahnestock & CO. INC.Broker
Cibc World Markets CORP.Broker
Sands Brothers & CO., LTD.Broker
State Registrations2 states
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.