Jason N Rapp
Investment adviser representative at Dumont & Blake Investment Advisors LLC
16 yearsExperience
1 stateRegistered in
$562.3MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Dumont & Blake Investment Advisors LLCMar 2026 to now
- Byrne Asset Management LLCApr 2019 to now
- NoneJul 2018 to Mar 2019
- Md SassAug 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Dumont & Blake Investment Advisors LLC
$562.3MAssets managed
439Clients
3Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2627584
- Firm CRD
- 109318