Robert Jeffery Blum
Professional Summary
Robert Jeffery Blum is a registered financial advisor currently at ROBERT BLUM MUNICIPALS, INC. located in San Francisco, California. Robert is registered as a RR (Registered Representative) and started their career in finance in 1981. Robert has worked at 3 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
ROBERT BLUM MUNICIPALS, INC.
Contact Information
Main Address
376 17th Avenue, San Francisco, CA 94121Mailing Address
376 17th Avenue, San Francisco, CA 94121Phone Number
(415) 673-2793Established
California since 04/03/1995Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/26/1995)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Jeffery Blum's CRS (Customer Relationship Summary).
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