Jason A. Stein
BLUEPOINT WEALTH ADVISORS
Huntington Beach, CA
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CRD#: 6232434
Professional summary
Jason Allen Stein, CFP® is a registered financial advisor currently at BLUEPOINT WEALTH ADVISORS located in Huntington Beach, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
For over 8 years, Jason has been helping clients achieve their financial goals through transparent advice and client education. Prior to establishing Bluepoint Wealth Advisors, Jason spent nearly 6 years with The Vanguard Group in Scottsdale, AZ.
Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.
“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”
Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.
Question & Answer
What are your service offerings?
Retirement Planning
College planning
Distribution Strategies
Investment Management
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Real Estate Investments
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
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.
Name of the other business: The David Vickter Foundation Investment-related: No Address of the other business: 223 So Glendora Ave Suite 101 Glendora, CA 91741 Nature of the other business: Charitable foundation Position: Director Start date of your relationship: 06/2021 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 4 Describe your duties relating to the other business: Manage the foundation's investment portfolio and active participation in the charitable relationships
CRS (Client Relationship Summary) - RIA
Click below to view Jason Allen Stein's 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®
CFP®
Start date: 2017
Experience
Current
October 7, 2021 - Present
BLUEPOINT WEALTH ADVISORS
RIA
CRD#: 315850
Huntington Beach, CA
Past
January 8, 2019 - July 8, 2021
EP WEALTH ADVISORS
RIA
CRD#: 111147
Irvine, CA
Past
September 15, 2017 - January 17, 2019
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
SCOTTSDALE, AZ
Past
August 30, 2013 - January 17, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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
California(10/7/2021)
IAR
Louisiana(4/21/2025)
IAR
Texas(10/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BLUEPOINT WEALTH ADVISORS
BLUEPOINT WEALTH ADVISORS | BLUEPOINT WEALTH ADVISORS, LLC
CRD#: 315850 / SEC#:
California
Registered Investment Advisory firm - (10/7/2021 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2025 Approved)Texas
Registered Investment Advisory firm - (10/17/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Huntington Beach, CA
Mailing Address
17595 Harvard Ave Ste C-820, Irvine, CA 92614
Phone number
(949) 239-2127
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 10,875,490 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
