Unclaimed Profile

Stephen Jacob Blum

BLUM FINANCIAL, LP·RICHARDSON, Texas

SIE, Series 7, Series 63CFP ChFCClean record23 years registeredBLUM FINANCIAL, LP

2929 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 2667312Firm CRD# 149134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Jacob Blum · RICHARDSON, TX

Registration

CRD #2667312 · BLUM FINANCIAL, LP · 23 years registered

Brand Profile

Not yet started

Career History

STRATEGIC WEALTH PLANNING

Jan 2009 – present

ING FINANCIAL PARTNERS, INC

Dec 2005 – Dec 2008

DALLAS, TX

EAGLE STRATEGIES CORP

Jul 2003 – Jan 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 15, 2003

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUM FINANCIAL, LP

CRD 149134 · SEC 801-69852

AUM

$164M

Regulatory assets under management

Employees

640 client accounts

Services offered by BLUM FINANCIAL, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUM FINANCIAL, LP →

Introduction

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Frequently Asked Questions

What services does Stephen Jacob Blum offer?

Stephen Jacob Blum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.

What are Stephen Jacob Blum's credentials?

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

Where is Stephen Jacob Blum located?

Stephen Jacob Blum is based in RICHARDSON, Texas, working with BLUM FINANCIAL, LP. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.

How does Stephen Jacob Blum charge for services?

Stephen Jacob Blum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUM FINANCIAL, LP?

BLUM FINANCIAL, LP has approximately 7 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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