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Jeffrey Scott Blaser

BLASER INVESTMENT MANAGEMENT GROUP, LLC·BURLINGTON, North Carolina
Clean recordBLASER INVESTMENT MANAGEMENT GROUP, LLC
3065 S CHURCH STREET, BURLINGTON, NC 27215CRD# 2162901Firm CRD# 154185

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Blaser · BURLINGTON, NC
Registration
CRD #2162901 · BLASER INVESTMENT MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Scott Blaser is a registered financial advisor based in BURLINGTON, North Carolina, affiliated with BLASER INVESTMENT MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BLASER INVESTMENT MANAGEMENT GROUP, LLC
BLASER INVESTMENT MANAGEMENT GROUP, LLC
AUM
$69M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BLASER INVESTMENT MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2162901
Firm CRD# 154185
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Blaser offer?
Jeffrey Scott Blaser specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, North Carolina for a consultation.
What are Jeffrey Scott Blaser's credentials?
Jeffrey Scott Blaser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Blaser located?
Jeffrey Scott Blaser is based in BURLINGTON, North Carolina, working with BLASER INVESTMENT MANAGEMENT GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Jeffrey Scott Blaser charge for services?
Jeffrey Scott Blaser's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLASER INVESTMENT MANAGEMENT GROUP, LLC?
BLASER INVESTMENT MANAGEMENT GROUP, LLC has approximately 1 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jason John Blair
BURLINGTON, NC

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