Jay H. Bluestine

BLUE SQUARE ASSET MANAGEMENT

NEW YORK, NY 10004

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CRD#: 2802396

Professional summary

Jay Howard Bluestine is a registered financial advisor currently at BLUE SQUARE ASSET MANAGEMENT, LLC located in New York, New York.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jay has worked at 10 firms and has passed the Series 65, Series 63, Series 3, SIE, Series 31, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) TACTUAL LABS CO / NEW YORK, NY / NOT INVESTMENT RELATED / MEMBER OF BOARD OF DIRECTORS / DIRECTOR / 2 HRS PER MONTH, 0 DURING TRADING HRS / START DATE: 02/01/2013. 2) Name of Business : Epic Insurance Brokers and Consultants - Address: One California Street, Suite 400, San Francisco, CA 94111. - Nature of the Business: Non-variable Insurance - Position/Title referring insurance agent- Investment Related: Yes - Start Date: 1/2021 - Hours per month devoted to this business: : Less than 2.5% - Hours per month devoted to this business during trading hours: 0 - Description of duties: Referring Agent 3) Name of Business : Norwood Financial Group- Address: Hackensack, NJ - Nature of the Business: Non-variable Insurance - Position/Title: Insurance Agent- Investment Related: Yes - Start Date: 01/2019 - Hours per month devoted to this business: 2 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Referring Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Howard Bluestine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2019 - Present

BLUE SQUARE ASSET MANAGEMENT, LLC

Office #1: 17 State Street 40th Floor, New York, NY 10004

RIA

CRD#: 296802

NEW YORK, NY

Past

November 16, 2017 - November 29, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

NEW YORK, NY

Past

November 15, 2017 - November 29, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW YORK, NY

Past

August 26, 2011 - December 10, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

February 7, 2011 - December 10, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

June 1, 2009 - September 22, 2011

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

April 4, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

March 17, 2003 - April 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

March 17, 2003 - April 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 3, 2003 - March 17, 2003

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

February 26, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

October 30, 1996 - March 12, 2001

SANDS BROTHERS & CO., LTD.

CRD#: 26816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE SQUARE ASSET MANAGEMENT, LLC

BLUE SQUARE ASSET MANAGEMENT, LLC | BLUE SQUARE WEALTH | BLUE SQUARE DIGITAL

CRD#: 296802 / SEC#: 801-113999

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/28/2021)

IAR

Texas
(8/8/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/26/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/6/2022

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/26/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/29/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/30/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BLUE SQUARE ASSET MANAGEMENT, LLC

BLUE SQUARE ASSET MANAGEMENT, LLC | BLUE SQUARE WEALTH | BLUE SQUARE DIGITAL

CRD#: 296802 / SEC#: 801-113999

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

17 State Street 40th Floor, New York, NY 10004

Mailing Address

Phone number

(646) 928-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BLUE SQUARE ASSET MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	599
AUM (Assets Under Management)	$ 357,721,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jay H. Bluestine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Howard Bluestine's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OPPENHEIMER & CO. INC.

CIBC WORLD MARKETS CORP.

SANDS BROTHERS & CO., LTD.

Primary Firm SEC Registration

BLUE SQUARE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2021

Series 63

Date: 11/5/1996

Series 3

Date: 5/6/2022

SIE

Date: 10/1/2018

Series 31

Date: 3/26/2009

Series 7

Date: 10/29/1996

Series 8

Date: 3/30/1999

Current Firm

BLUE SQUARE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE SQUARE ASSET MANAGEMENT, LLC

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