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Charlot Alexandre

BLUE JASPER CAPITAL
CLERMONT, FL
·CRD# 7311437·5 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charlo Y Alexandre, Charlo Alexandre, Charlot Yves Alexandre

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Videos & Posts

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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

5 years in the financial services industry

Current & Past Employments

BLUE JASPER CAPITAL LLC·CRD# 319757
RIA
743 8th St, Clermont, FL 34711
March 26, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Mount Dora, FL
January 4, 2021 - November 27, 2021

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Current Firm

BJ
BLUE JASPER CAPITAL LLC

BLUE JASPER CAPITAL LLC | THORIUM WEALTH MANAGEMENT

CRD#: 319757
California
Registered Investment Advisory firm - California (7/20/2022 Approved)
Florida
Registered Investment Advisory firm - Florida (7/15/2022 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (4/29/2024 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (8/1/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

743 8th St, Clermont, FL 34711

Phone Number

(407) 204-0147

# of Employees

8

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

191

AUM (Assets Under Management)

$23,624,675

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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.

1) Kingdom Energy Solutions LLC; Not investment-related; 14422 Shoreside Way , Suite 110-271, Winter Garden, FL. 34787; Solar Energy Sales; Owner; Consult homeowners and business owners on the benefits of solar energy; Approx. 15% of time during the month. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

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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.
IAR
Florida
(3/26/2026)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2026About the Series 65 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Charlot Alexandre's CRS (Customer Relationship Summary).

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CA
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