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JC

Jason J. Cohrs

BLUE LINE CAPITAL
Dakota Dunes, SD
CRD#: 8001386
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JC
Jason James CohrsBLUE LINE CAPITAL

Professional summary


Jason James Cohrs is a registered financial advisor currently at BLUE LINE CAPITAL located in Dakota Dunes, South Dakota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jason has worked at 1 firm and has passed the Series 65 and Series 30 exams.

At a Glance


Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason James Cohrs's CRS (Customer Relationship Summary).
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

December 5, 2024 - Present

BLUE LINE CAPITAL

RIA
CRD#: 304024
Dakota Dunes, SD

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".
BL
BLUE LINE CAPITAL
BLUE LINE CAPITAL | BLUE LINE CAPITAL, LLC

CRD#: 304024 / SEC#: 801-135568

RIA
Registered Investment Advisory firm - (2/19/2026 Approved)
California
Registered Investment Advisory firm - (5/6/2025 Approved)
Florida
Registered Investment Advisory firm - (3/17/2023 Approved)
Illinois
Registered Investment Advisory firm - (7/24/2019 Approved)
Michigan
Registered Investment Advisory firm - (12/12/2024 Approved)
New Jersey
Registered Investment Advisory firm - (3/13/2025 Approved)
New York
Registered Investment Advisory firm - (7/18/2022 Approved)
North Carolina
Registered Investment Advisory firm - (10/14/2024 Approved)
South Dakota
Registered Investment Advisory firm - (12/5/2024 Approved)
Texas
Registered Investment Advisory firm - (2/4/2020 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.

Highlighted states indicate IAR registrations

IAR
California
(5/6/2025)
IAR
South Dakota
(12/5/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2024
Uniform Investment Adviser Law Examination
Principal/Supervisory Exam
RR
Series 30
Date: 2/3/2020
NFA Branch Manager Examination

Current Firm


BL
BLUE LINE CAPITAL
BLUE LINE CAPITAL | BLUE LINE CAPITAL, LLC

CRD#: 304024 / SEC#: 801-135568

RIA
Registered Investment Advisory firm - (2/19/2026 Approved)
California
Registered Investment Advisory firm - (5/6/2025 Approved)
Florida
Registered Investment Advisory firm - (3/17/2023 Approved)
Illinois
Registered Investment Advisory firm - (7/24/2019 Approved)
Michigan
Registered Investment Advisory firm - (12/12/2024 Approved)
New Jersey
Registered Investment Advisory firm - (3/13/2025 Approved)
New York
Registered Investment Advisory firm - (7/18/2022 Approved)
North Carolina
Registered Investment Advisory firm - (10/14/2024 Approved)
South Dakota
Registered Investment Advisory firm - (12/5/2024 Approved)
Texas
Registered Investment Advisory firm - (2/4/2020 Approved)
Loading...

Contact information


Main Address
141 W. Jackson Blvd Suite 2620, Chicago, IL 60604
Mailing Address
Phone number
(312) 837-3944
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUE LINE CAPITAL ADV PART 2A AND 2B (2/13/2026)

Regulatory assets under management


Total Number of Accounts348
AUM (Assets Under Management)$ 131,917,783

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 LINE CAPITAL

CRD#: 304024Dakota Dunes, SD

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