Jake Blum
Magnus Financial Group · New York, New York
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.
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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 |
| Assets under management | $2.33B across 4,782 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5935093 |
| Exams passed | Series 63 (2012) · Series 66 (2020) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | magnusfinancial.com |
How Jake's firm compares
- Magnus Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 4,782 accounts).
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Questions about Jake
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.
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
- Magnus Financial Group 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.
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