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Jason Thomas Blount

COLD HARBOR FINANCIAL, INC.·MECHANICSVILLE, Virginia
Clean recordCOLD HARBOR FINANCIAL, INC.
8052 ELM DR., SUITE J-1, MECHANICSVILLE, VA 23111CRD# 2235348Firm CRD# 317375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Thomas Blount · MECHANICSVILLE, VA
Registration
CRD #2235348 · COLD HARBOR FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Thomas Blount is a registered financial advisor based in MECHANICSVILLE, Virginia, affiliated with COLD HARBOR FINANCIAL, INC.. 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
COLD HARBOR FINANCIAL, INC.
COLD HARBOR FINANCIAL, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COLD HARBOR FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2235348
Firm CRD# 317375
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Thomas Blount offer?
Jason Thomas Blount specializes in Financial Planning, Investment Management. Contact their office in MECHANICSVILLE, Virginia for a consultation.
What are Jason Thomas Blount's credentials?
Jason Thomas Blount is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Thomas Blount located?
Jason Thomas Blount is based in MECHANICSVILLE, Virginia, working with COLD HARBOR FINANCIAL, INC.. Their office serves clients in the MECHANICSVILLE metropolitan area and surrounding communities.
How does Jason Thomas Blount charge for services?
Jason Thomas Blount'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 COLD HARBOR FINANCIAL, INC.?
COLD HARBOR FINANCIAL, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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