Jake Blum Email & Phone Number
Wealth Management Advisor @ Magnus Financial Group LLC
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Jake Blum Location
- New York, NY, US
Jake Blum Work
- Wealth Management Advisor @ (January 2026 - Present)
- Wealth Managment Advisor @ (April 2024 - Present)
- Financial Advisor @ (December 2018 - June 2024)
- General Manager, Co-Owner @ (June 2014 - November 2018)
- Global Capital Markets Analyst – Equity Syndicate @ (June 2012 - June 2014)
Jake Blum Education
- University of Pennsylvania
B.A. Economics (Minor in Mathematics and Spanish)
- Universidad Pontificia Comillas
Economics (Spanish)
Jake Blum Summary
- Jake Blum, based in New York, NY, US, is currently a Wealth Management Advisor at Magnus Financial Group LLC. Jake Blum brings experience from previous roles at Park Avenue Capital, Northwestern Mutual, Prep-Crete and Morgan Stanley. Jake Blum holds a B.A. Economics in Minor in Mathematics and Spanish @ University of Pennsylvania. Jake Blum has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Magnus Financial Group LLC Employees
Louis Sorsaia
Chief Operating Officer
New York, NY, US
David Harrison
General Counsel and Chief Compliance Officer
New York, NY, US
David Taylor
Director of Insurance Services
New York, NY, US
Ronald Deutsch
Senior Managing Director
New York, NY, US
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New York, NY, US
Scott Gegerson
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New York, NY, US
Leslie Hwang
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New York, NY, US
William Bowden
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New York, NY, US
Anthony Natelli
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New York, NY, US
Rhonda Pohl
Director of Client Relations
New York, NY, US
Michael Margiasso
Senior Investment Operations Associate
Harrison, NY, US
Michael Schwartz
CEO | Wealth Management Advisor
New York, NY, US
Jonathan Rodriguez
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New York, NY, US
Jake Blum
Wealth Management Advisor
New York, NY, US
Ani Iyengar
Investment Research Associate
New York, NY, US
Michael Fleming
Director of New Business - NY
Darien, CT, US
Drew Collins
Senior Managing Director
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Scott Kephart
Vice President | Financial Advisor
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