JB
Jason D. Blum
CETERA INVESTMENT ADVISERS
STE. GENEVIEVE, MO 63670
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CRD#: 6622890
JB
Jason David BlumCETERA INVESTMENT ADVISERS
Professional summary
Jason David Blum is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ste. Genevieve, Missouri and CETERA FINANCIAL SPECIALISTS LLC located in Ste. Genevieve, Missouri.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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) HSB FINANCIAL SOLUTIONS LLC INVESTMENT RELATED: YES ; SAME AS REGISTERED LOCATION ; FINANCIAL SERVICES ; START DATE: 09/2020 ; OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; INVESTMENT ADVICE AND SOLUTIONS TO HELP CLIENTS ACHIEVE THEIR FINANCIAL GOALS ; 2): HSB ADVISORS, LLC INVESTMENT RELATED: NO, SAME AS REGISTERED LOCATION, TAX AND ACCOUNTING, START DATE: 01/2022,: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, TAX PREP, ACCOUNTING, AND PAYROLL SERVICES; 3) VALLE CATHOLIC SCHOOLS FOUNDATION ; INVESTMENT RELATED: NO ; 40 NORTH 4TH ST, STE. GENEVIEVE, MO 63670 ; NON-PROFIT ; START DATE: 11/2020 ; DONOR CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ;: EDUCATING POTENTIAL DONORS ON VARIOUS WAYS TO DONATE ; 4) AMERICAN LEGION, VOLUNTEER BASEBALL COACH, STE. GENEVIEVE, MO, 10 HRS WEEK: 5) UNIVERSITY OF MISSOURI EXTENSION ; INVESTMENT RELATED: NO ; 1300 PROGRESS PKWY, SUITE B, STE. GENEVIEVE, MO 63670 ; COUNCIL MEMBER ; START DATE: 05/2021 ; TREASURER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; REVIEWING FINANCIALS ALONG WITH OTHER EXECUTIVES AND TO RECONCILE FINANCIAL STATEMENTS ; 6) STE GENEVIEVE CHAMBER FOUNDATION ; INVESTMENT RELATED: NO; 51 THIRD STREET ST GENEVIEVE, MO 63670 ; NON PROFIT ; START DATE: 8/2021 ; SECRETARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; MINUTES, ORGANIZE MEETING WITH EXECS, ABIDE BY BYLAWS ; 7) INDUSTRIAL DEVELOPMENT CORPORATION (IDC); INVESTMENT RELATED: NO; 51 S THIRD STREET STE GENEVIEVE, MO 63670; NON PROFIT; START DATE: 02/2024; TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; ATTEND MONTHLY, QUARTERLY, ANUAL MEETINGS, PROMOTE/DEVELOP INITIATIVES, MAINTAIN ACCOUNTABLE FINANCIAL RECORDS; 8) THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF STE. GENEVIEVE; INVESTMENT RELATED: NO; 165 SOUTH 4TH STREET ST. GENEVIEVE, MO 63670; BOARD; START DATE: 06/2023; BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; ATTEND ANNUAL MEETINGS, ASSIST CITY WITH PROJECTS TO DEVELOP AND ENHANCE COMMUNITY; 9) 27 N MAIN STREET, LLC, INVESTMENT RELATED: NO, SAME AS REGISTERED LOCATION, ESTATE, START DATE: 03/2023, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN ONE HOUR A WEEK, MAY BE DURING TRADING HOURS, COMMERCIAL RENTAL; 10): 620 COLLINS PROPERTY HOLDINGS, LLC; INVESTMENT RELATED: NO ; SAME AS REGISTERED LOCATION; COMMERCIAL RENTAL REAL ESTATE; START DATE: 03/2024; MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; ASSISTING IN FINANCIALS, MAINTENANCE /UPKEEP OF THE BUILDING, CONDUCTING MEETINGS AND MAINTAINING RECORDS; 11)NAME OF OTHER BUSINESS: CITIZENS ELECTRIC CORPORATION INVESTMENT RELATED: NO, ADDRESS: 1500 RAND AVE, PERRYVILLE, MO 63775, NATURE OF BUSINESS: UTILITY, START: 12/2024, TITLE: BOARD MEMBER, LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, DUTIES: ATTEND MEETINGS TO REVIEW APPLICANT NOMINATIONS 12) NAME OF OTHER BUSINESS: VALLE CATHOLIC SCHOOLS SCHOOL ADVISORY BOARD; INVESTMENT RELATED: NO; ADDRESS: 40 NORTH 4TH STREET ST. GENEVIEVE, MO 63670; NATURE OF BUSINESS: NON PROFIT; START: 07/2025; TITLE: BOARD MEMBER; APX # OF HR/WK: 1; APX # OF HRS DUR TRD HRS: 0; DUTIES: SERVE IN AN ADVISORY ROLE OFFERING ADVICE TO THE PASTOR OF THE PARISH AND PRESIDENT OF THE SCHOOLON TOPICS RELATED TO ITS OPERATIONS; 13) NAME OF OTHER BUSINESS: LAW ENFORCEMENT RESTITUTION FUND (LERF) BOARD; INVESTMENT RELATED: NO; ADDRESS: 55 SOUTH THIRD STREET, STE. GENEVIEVE, MO 63670; NATURE OF BUSINESS: BOARD; START: 2/2026; TITLE: BOARD MEMBER; APX # OF HR/WK: 0.1; APX # OF HRS DUR TRD HRS: 0; DUTIES: DISCUSS THE PROPOSED BUDGET FOR THE YEAR;
CRS (Client Relationship Summary) - RIA
Click below to view Jason David Blum'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®
NoneExperience
Current
March 17, 2017 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 21450 Highway 32, Ste. Genevieve, MO 63670RIA
CRD#: 105644
STE. GENEVIEVE, MO
Current
March 9, 2017 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 21450 Highway 32, Ste. Genevieve, MO 63670BD
CRD#: 10358
STE. GENEVIEVE, MO
Past
April 18, 2016 - March 17, 2017
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
Ste Genevieve, MO
Past
March 24, 2016 - March 17, 2017
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
Ste Genevieve, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2023)
RR
Colorado(9/18/2024)
RR
Illinois(4/4/2017)
RR
Iowa(11/21/2023)
RR
Kansas(2/9/2021)
RR
Maryland(2/27/2026)
RR
Michigan(11/24/2025)
RR
Minnesota(2/27/2026)
RR
Missouri(3/9/2017)
IAR
Missouri(3/17/2017)
RR
Montana(12/15/2025)
RR
Ohio(3/2/2026)
RR
Texas(1/3/2023)
IAR
Texas(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
