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Jason Blum

9 Years of Experience
Ste. Genevieve, MO
Broker

Jason Blum is a registered investment advisor at Cetera Investment Advisers LLC, based in Ste. Genevieve, MO, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

21450 Highway 32, Ste. Genevieve, MO, 63670

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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 owner/member of HSB Financial Solutions LLC, providing investment advice, and a partner at HSB Advisors, LLC, offering tax and accounting services, dedicating full-time hours to each. He also holds various volunteer and board positions with local non-profit organizations and commercial rental real estate, requiring minimal time commitments.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2017 - Present · 9 yrs 4 mos
Cetera Financial Specialists LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Client One Securities LLC
April 2016 - March 2017 · 11 mos
Client One Securities LLCBroker
March 2016 - March 2017 · 1 yr
State Registrations12 states
ALCOIAILKSMDMIMNMOMTOHTX
AdvisorBrokerBoth

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.

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