Jeffery Jay Bleim
Investment adviser representative at Fsa Advisors, Inc.
24 yearsExperience
1 stateRegistered in
$573.4MFirm assets
5 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
Experience
24 years in the industry.
- Ae Financial Services, LLCDec 2022 to now
- Fsa HealthJan 2018 to now
- Fsa Advisors, Inc.Aug 2017 to now
- Hatty Group IncOct 2013 to now
- Financial Services of AmericaJan 2002 to now
- Independence Capital Co., IncSep 2010 to Dec 2022
- Hub International MidwestJun 2010 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Fsa Advisors, Inc.
$573.4MAssets managed
4,406Clients
29Advisers
5 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
- 5805815
- Firm CRD
- 286251