Jeffrey Blum
Jeffrey Blum is a registered investment advisor at Raymond James & Associates, INC., based in Westlake Village, CA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3027 Townsgate Road, Suite 100, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1999Other Business Activities
Jeffrey is involved with the Conejo Las Virgenes Future Foundation, a community think tank organization. He dedicates about 10-20% of his time to this activity, including a few hours during business hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations29 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.