Skip to content

Jeffrey Valentine St. claire

Investment adviser representative at Blume Capital Management, Inc.
22 yearsExperience
2 statesRegistered in
$856.6MFirm assets
28 yearsFirm in business

Are you Jeffrey Valentine St. claire? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Blume Capital Management, Inc.May 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Blume Capital Management, Inc.

$856.6MAssets managed
242Clients
4Advisers
28 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
3119309
Firm CRD
111768
Advisor's SEC record (opens in a new tab)
CallContact this firm