Jason Blum
Advisor at Cetera
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.
About
Jason Blum is a financial advisor with Cetera in Ste. Genevieve, Missouri, holding a Series 66 license and having nine years of industry experience. He is involved in several community and nonprofit roles, including serving as a donor consultant for the Valle Catholic Schools Foundation, volunteering as a baseball coach with the American Legion, and holding various board and treasury positions with local organizations. Blum is also a partner in HSB Advisors, LLC, which provides tax preparation, accounting, and payroll services. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with a broad advisory platform.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
21450 Highway 32
Ste. Genevieve, MO 63670
Most active in
Jason B has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Work history
27 N Main Street, LLC
2023 - Present (3 years)
Cetera
2017 - Present (9 years)
CETERA Financial Specialists LLC
2017 - Present (9 years)
Horrell & Basler Financial Group LLC
2017 - Present (9 years)
HSB Advisors, LLC
2017 - Present (9 years)
Client One Securities, LLC
2016 - 2017 (1 year)
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Nicholas O
Series 66
Ste. Genevieve, MO
Nbc Securities, Inc.
Elaine M
Series 66
Ste Genevieve, MO
Edward Jones
Matthew M
Series 66
Ste. Genevieve, MO
Cetera
Ryan W
Series 63, Series 65
Ste Genevieve, MO
Commonwealth Financial Network
Jeffrey O
Series 63, Series 65
Ste. Genevieve, MO
Cetera
Robert M
Series 66
Chester, IL
Edward Jones
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