Jeffrey Blum is a registered investment advisor, based in New York, NY, with 3 years of industry experience.
Location
50 Rockefeller Plaza Suite 1200/1600, New York, NY, 10020
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Calamos Advisors LLC
March 2025 - Present · 1 yr 1 mo
Calamos Financial Services LLCBroker
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Morgan Stanley
October 2023 - March 2025 · 1 yr 5 mos
Morgan StanleyBroker
September 2022 - March 2025 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.