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CA

Charlot Alexandre

BLUE JASPER CAPITAL
Clermont, FL 34711
Some features on this profile are disabled
CRD#: 7311437
CA

Professional summary

Charlot Alexandre, who also goes by Charlo Y Alexandre, Charlo Alexandre, Charlot Yves Alexandre, is a registered financial advisor currently at BLUE JASPER CAPITAL LLC located in Clermont, Florida.

Charlot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Charlot has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charlo Y Alexandre | Charlo Alexandre | Charlot Yves Alexandre

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 Charlot Alexandre'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

March 26, 2026 - Present

BLUE JASPER CAPITAL LLC

Office #1: 743 8th St, Clermont, FL 34711
RIA
CRD#: 319757
Clermont, FL
Past

January 4, 2021 - November 27, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MOUNT DORA, 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
Florida
(3/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/4/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2020
Securities Industry Essentials Examination

Current Firm

BJ
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)
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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
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts149
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.

Company Information

BLUE JASPER CAPITAL LLC

CRD#: 319757Clermont, FL 34711

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