SJ
Stephen Jacob Blum
CRD 2667312
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Blum Financial, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blum Financial, Lp
Limited Partner · 75% or more · Mar 2024
-
Blum Financial, Lp
President/Secretary/Treasurer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗