Colin S. Myers

BLUE JASPER CAPITAL LLC

Clermont, FL 34711

Some features on this profile are disabled

CRD#: 6847067

Professional summary

Colin Stephen Myers is a registered financial advisor currently at BLUE JASPER CAPITAL LLC located in Clermont, Florida.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Colin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

1) Insurance agent; yes; Clermont, FL; 4hrs/mo 2) The MacArthur Group; no; 23293 South Pointe Dr, 100, Laguna Hills, CA. 92653; CFO; 03/2022; 80hrs/mo; financial administration3 3)The Cason Group; Yes; 1612 Marion St 4th floor, Columbia, SC 29201; Insurance solutions for clients; Insuranse Rep Uses the company to find the best policy for clients; 6/1/2016; 1 hour per month; 0 hours during trading 4) North American Solutions Team: Defense Consultation company; No; 743 8th Street CLERMONT, FL 34711; Consultation for Defense Contractors; CEO/CFO; 06/2023, 8 hours per month; 0 hours during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Stephen Myers'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®

None

Experience

Current

July 15, 2022 - Present

BLUE JASPER CAPITAL LLC

Office #1: 743 8th St, Clermont, FL 34711

RIA

CRD#: 319757

Clermont, FL

Past

August 19, 2019 - July 13, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Clermont, FL

Past

December 19, 2017 - August 20, 2019

ANTHEM WEALTH MANAGEMENT, LLC

RIA

CRD#: 288467

Clermont, FL

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
(7/20/2022)

IAR

Florida
(7/15/2022)

IAR

Tennessee
(8/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2017

Uniform Investment Adviser Law Examination

Current Firm

BLUE JASPER CAPITAL LLC

BLUE JASPER CAPITAL LLC | THORIUM WEALTH MANAGEMENT

CRD#: 319757 / SEC#:

California

Registered Investment Advisory firm - (7/20/2022 Approved)

Florida

Registered Investment Advisory firm - (7/15/2022 Approved)

North Carolina

Registered Investment Advisory firm - (4/29/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2025 Approved)

Texas

Registered Investment Advisory firm - (4/26/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

743 8th St, Clermont, FL 34711

Mailing Address

Phone number

(407) 204-0147

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 17,538,239

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.

Similar Advisors

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

IAR

Mount Pleasant, SC

Albert Faber

DIWY FINANCIAL PLANNING

IAR

LOS ANGELES, CA

Ryan Capatosto

FSC SECURITIES CORPORATION

ATLANTA, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Colin S. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Stephen Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE JASPER CAPITAL LLC

KESTRA ADVISORY SERVICES, LLC

ANTHEM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2017

Current Firm

BLUE JASPER CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE JASPER CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors