Jeffrey Blum
Jeffrey Blum, WMS Vice President, Investments Wealth Management Specialist

As vice president of investments and Wealth Management Specialist with Raymond James & Associates, Jeff Blum’s forward-thinking, strategic mindset and passion for helping people is evident in all that he does. His expertise and responsive approach make him a highly sought after financial advisor and wealth management specialist.

Jeff began his career in the financial services industry in 1986.He has more than two decades of experience as a financial advisor, and prior to joining Raymond James, he served as vice president of investments at A.G.Edwards. Jeff has also held roles as V.P. and Branch Manager of Charter Pacific Bank. Jeff spent a decade as an instructor at UCLA teaching courses on investing in securities. He holds an insurance license, Wealth Management Specialist certification, Series 7, 31, 63 and 66 licenses. Before his financial services career, he served in the U.S. Air Force, where he received four Air Medals.

Jeff is also highly involved in his local community. He is currently a member of the board of trustees for the Conejo/Las Virgenes Future Foundation and a member of Rotary International. He has served as president of two local rotary clubs as well as the Calabasas Chamber of Commerce. Additionally, he served as chairman of the Future Foundation, commissioner of the Goebel Center and a board member for the Santa Monica Mountains Fund.

When he’s not working or volunteering, Jeff enjoys spending time with his wife, kids, grandson and cattle dog. He’s a skier, a former surfer and even acted in commercials as a teenager. An avid traveler, he has traveled extensively throughout the U.S., Europe and Asia.

Raymond James is not affiliated with the above organizations and/or charitable causes.