# Jake Blum

> Jake Blum is a fee-only financial advisor at Magnus Financial Group in New York, New York, who holds the CFP credential. Magnus Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jake-blum/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Magnus Financial Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.33B across 4,782 accounts
- **Credentials:** CFP
- **CRD:** 5935093 (https://adviserinfo.sec.gov/individual/summary/5935093)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2012), Series 66 (2020)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://magnusfinancial.com/

## Frequently asked questions

### Is Jake Blum a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Magnus Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jake charge for financial advice?

Jake's firm, Magnus Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jake Blum based?

Jake Blum is based in New York, New York.

### What credentials does Jake Blum hold?

Jake Blum holds the CFP credential.

### Is Jake Blum registered with the SEC?

Yes. Jake Blum is registered as an investment adviser representative in NY (CRD 5935093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Magnus Financial Group manage?

Magnus Financial Group reports $2.33B across 4,782 accounts in assets under management.

### How do I contact Jake Blum?

Through Jake's website, magnusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5935093): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://magnusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.