AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jake D. Blum

MAGNUS FINANCIAL GROUP
New York, NY 10016
Some features on this profile are disabled
CRD#: 5935093
JB

Professional summary

Jake Dean Blum, who also goes by Jake D Blum, Jonathyn Blum, is a registered financial advisor currently at MAGNUS FINANCIAL GROUP LLC located in New York, New York.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jake has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake D Blum | Jonathyn Blum

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Dean Blum'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

December 11, 2025 - Present

MAGNUS FINANCIAL GROUP LLC

Office #1: 90 Park Avenue Suite 1800, New York, NY 10016
RIA
CRD#: 289423
New York, NY
Past

March 5, 2020 - December 8, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
NEW YORK, NY
Past

January 15, 2020 - December 8, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NEW YORK, NY
Past

August 8, 2012 - July 9, 2014

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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".
MF
MAGNUS FINANCIAL GROUP LLC
MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA
Registered Investment Advisory firm - (9/4/2017 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
(12/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/28/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/7/2012
Investment Banking Registered Representative Examination

Current Firm

MF
MAGNUS FINANCIAL GROUP LLC
MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA
Registered Investment Advisory firm - (9/4/2017 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
90 Park Avenue Suite 1800, New York, NY 10016
Mailing Address
Phone number
(800) 339-1367
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAGNUS FINANCIAL GROUP LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,313
AUM (Assets Under Management)$ 1,945,865,246

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.

Company Information

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423New York, NY 10016

TRUST BUT VERIFY

Monitor Jake Blum

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
RIDGEWOOD, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.