Jeffrey Stephen Blocker
Investment adviser representative at Advisor Share Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Advisor Share Wealth Management, LLCApr 2026 to now
- Jeffrey S. Blocker dba Bean Harbor Advisors LLCOct 2025 to now
- Foundations Investment Advisors LLCAug 2025 to now
- Impact Partnership Wealth, LLCAug 2025 to Aug 2025
- Jeffrey S Blocker dba Wellsaves BenefitsJul 2016 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 2677221
- Firm CRD
- 307997