Jeffrey V. St. Claire
Professional summary
Jeffrey Valentine St. Claire, who also goes by Jeffrey Valentine St.claire, Jeffrey Valentine Stclaire, is a registered financial advisor currently at BLUME CAPITAL MANAGEMENT, INC. located in Berkeley, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 3 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Valentine St. Claire's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2014 - Present
BLUME CAPITAL MANAGEMENT, INC.
Office #1: 1708 Shattuck Ave., Berkeley, CA 94709April 4, 2000 - August 19, 2002
ROBERTSON STEPHENS, INC.
October 15, 1998 - April 17, 2000
PRICEWATERHOUSECOOPERS CORPORATE FINANCE LLC
Primary Firm SEC Registration
BLUME CAPITAL MANAGEMENT, INC.
CRD#: 111768 / SEC#: 801-55922
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2014)
(3/24/2021)
Exams
Current Firm
BLUME CAPITAL MANAGEMENT, INC.
CRD#: 111768 / SEC#: 801-55922
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 696,128,093 |
Red Flags
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