# JARRET D. BLUM

JARRET D. BLUM is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with OXFORD FINANCIAL GROUP, LTD. LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OXFORD FINANCIAL GROUP, LTD. LLC](https://search.stillhousedata.com/firm/105303) | 2024-05-01 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2021-08-17 | 2024-03-30 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2016-11-15 | 2021-07-21 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2016-10-28 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2005-09-02 | 2009-06-01 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-02-19 | 2005-09-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4380142)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4380142.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.