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Jason Thomas Blount

COLD HARBOR FINANCIAL, INC.·MECHANICSVILLE, Virginia
SIE, Series 6, Series 7, Series 9, Series 63, Series 65Clean record22 years registeredCOLD 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. · 22 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Feb 2013 – present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Apr 2004 – Feb 2013
MECHANICSVILLE, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 63
Series 65
Registration record
First registered · April 5, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLD HARBOR FINANCIAL, INC.
CRD 317375 · SEC 801-123026
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by COLD HARBOR FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COLD HARBOR FINANCIAL, INC. →
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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
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Research
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