Jason Bleimeyer
Advisor at Morgan Stanley
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Dolores, CO
Credentials
Series 63, Series 65
Industry experience
31 years
Client services
Based on Morgan Stanley
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Location
Dolores, CO
Most active in
Jason B has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Morgan Stanley Private Bank, N.A.
2015 - Present (11 years)
MORGAN STANLEY SMITH BARNEY llc
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Jeffrey B
Series 65
Cortez, CO
Black Capital, LLC
Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.
Andrew C
CFP®, Series 66
Cortez, CO
Edward Jones
Julia B
Series 63, Series 65
Cortez, CO
Cetera
Julia Buff is a financial advisor at Cetera with six years of industry experience. She has worked at Cetera since 2021 and previously was with Voya Financial Advisors from 2019 to 2021. Outside of her advisory role, she has been involved in teaching dance and supporting social-emotional development as a substitute teacher at Battle Rock Charter School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its platform.
Audra F
Series 66
Cortez, CO
Edward Jones
Elizabeth W
CFP®, ChFC®, Series 66
Cortez, CO
Raymond James Financial
Elizabeth Weber is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones and Kinder Morgan. Outside of her advisory role, she is involved in managing rental real estate properties with her husband. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.
Pepper N
Series 66
Cortez, CO
Edward Jones
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