Unclaimed Profile

Jeffrey Scott Blaser

BLASER INVESTMENT MANAGEMENT GROUP, LLC·BURLINGTON, North Carolina

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFP24 years registeredBLASER 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 · 24 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2026 – present

COMMONWEALTH FINANCIAL NETWORK

Jun 2021 – Mar 2026

Burlington, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 2014 – Jun 2021

BURLINGTON, NC

BLASER INVESTMENT MANAGEMENT GROUP, LLC

Aug 2010 – Nov 2014

BURLINGTON, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Aug 2010

BURLINGTON, NC

RAYMOND JAMES FINANCIAL SERVICES

Dec 2001 – Jan 2009

BURLINGTON, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

2021Customer Dispute·Denied

2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLASER INVESTMENT MANAGEMENT GROUP, LLC

CRD 154185 · SEC 801-71673

AUM

$69M

Regulatory assets under management

Employees

224 client accounts

Services offered by BLASER INVESTMENT MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLASER INVESTMENT MANAGEMENT GROUP, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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