Charlot Alexandre
Blue Jasper Capital · Clermont, Florida
Charlot Alexandre is a fee-only financial advisor at Blue Jasper Capital in Clermont, Florida. Charlot focuses on tax planning and small business owners. Blue Jasper Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Charlot →
Specialties
Who they serve
- Founders
Facts
| Firm | Blue Jasper Capital |
|---|---|
| Based in | Clermont, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $23.6M across 191 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7311437 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bluejaspercapital.com |
How Charlot's firm compares
- Blue Jasper Capital's average account is about $124,000, from its Form ADV (assets managed divided by 191 accounts).
Request an introduction to Charlot
Tell Charlot a little about what you're looking for. Charlot isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charlot
Is Charlot Alexandre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charlot holds no broker registration, and Blue Jasper Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charlot charge for financial advice?
Charlot's firm, Blue Jasper Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Charlot Alexandre based?
Charlot Alexandre is based in Clermont, Florida.
What does Charlot specialize in?
Charlot's specialties include tax planning and small business owners. Charlot works with founders.
Is Charlot Alexandre registered with the SEC?
Yes. Charlot Alexandre is registered as an investment adviser representative in FL (CRD 7311437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Blue Jasper Capital manage?
Blue Jasper Capital reports $23.6M across 191 accounts in assets under management.
How do I contact Charlot Alexandre?
Through Charlot's website, www.bluejaspercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Jasper Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.