JASON ALLEN STEIN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with BLUEPOINT WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BLUEPOINT WEALTH ADVISORS, LLC | 2021-10-07 | present | Yes |
| EP WEALTH ADVISORS, LLC. | 2019-01-08 | 2021-07-08 | — |
| VANGUARD ADVISERS, INC. | 2017-09-15 | 2019-01-17 | — |