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RB

Reilly Jordan Bliton

EFFICIENT MARKETS
HOUSTON, TX
·CRD# 6001272·14 years experience

Professional Summary

Reilly Jordan Bliton, who also goes by Reilly Bliton, is a registered financial advisor currently at EFFICIENT MARKETS LLC located in Houston, Texas. Reilly is registered as a RR (Registered Representative) and started their career in finance in 2012. Reilly has worked at 2 firms and has passed the Series 63, Series 22TO, SIE and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Reilly Bliton

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

EFFICIENT MARKETS LLC·CRD# 102100
BD
1902 Washington Avenue, Suite A, Houston, TX 77007
March 27, 2023 - Present
EVERCORE GROUP L.L.C.·CRD# 42405
BD
Houston, TX
April 18, 2012 - June 7, 2017

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Current Firm

EM
EFFICIENT MARKETS LLC

EFFICIENT MARKETS LLC | ENERGYNET.COM. INC. | ENERGYNET.COM, LLC. | ENERGYNET.COM, INC.

CRD#: 102100 / SEC#: 8-52109
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

1902 Washington Avenue, Suite A, Houston, TX 77007

Mailing Address

1902 Washington Avenue, Suite A, Houston, TX 77007

Phone Number

(713) 861-1866

Established

Texas since 03/06/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (41 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ENET HOLDING, LLCSHAREHOLDER—
ATHERTON, CHRIS GARYPRESIDENT/CEO/CCO4582381
ROGÉ, SHARI RHENÉEFINOP/PFO/POO1312012

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(3/27/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2023About the Series 63 exam

Series 22TO — Direct Participation Programs Representative Examination

Passed Mar 2023About the Series 22TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2023About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Apr 2012About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Reilly Jordan Bliton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RB
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