Jay Howard Bluestine
Investment adviser representative at Blue Square Asset Management, LLC
15 yearsExperience
2 statesRegistered in
$410.3MFirm assets
8 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Epic Insurance Brokers and ConsultantsJan 2021 to now
- Norwood Financial GroupJan 2019 to now
- Blue Square Asset Management, LLCNov 2017 to now
- The Hotaling GroupOct 2018 to Dec 2023
- Raymond James Financial Services Advisors Inc.Nov 2017 to Nov 2018
- Raymond James Financial Services, Inc.Nov 2017 to Nov 2018
- UBS Financial Services Inc.Aug 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Blue Square Asset Management, LLC
$410.3MAssets managed
214Clients
7Advisers
8 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
- 2802396
- Firm CRD
- 296802