Introducing Jeff Blum

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange.

Through its three broker/dealer subsidiaries, Raymond James Financial has more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $266 billion, of which approximately $34 billion are managed by the firm’s asset management subsidiaries.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Who is Raymond James? The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed.


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Guest

Jeff Blum
V.P. of Investments
Raymond James and Associates

Jeff Blum, a Financial Advisor with Raymond James and Associates, specializes in retirement planning, asset and cash flow strategies.  Jeff’s mission for his business is to use a creative process combining experience and resources to assist his clients to achieve their financial goals.  Jeff works to educate his clients on all aspects of investing; Jeff believes that understanding your investments is key to a successful investment plan.
Jeff is an active member of the community.  Current Trustee and Past Chair of the Conejo Las Virgenes Future Foundation serving since 1996, past chair of the Calabasas Chamber of Commerce and in his 8th term on the board, and past president of the Rotary Club of Agoura/Oak Park and current member of the Conejo Valley Rotary Club.  Jeff is credited with the re-birth of the Pumpkin Festival, founding the CLvFFie Awards, establishing the Calabasas Economic Affairs Council, and creating the “Hands Across the Parklands” event.  In addition, Jeff has served on numerous committees benefiting organizations throughout the region.  Recently Jeff was presented the “Spirit of Calabasas” award for exceptional initiative and outstanding contributions to the community.
Jeff lives with his family in Thousand Oaks.  Jeff attended the University of Maryland; Cal-State Northridge in business related studies and served in the United States Air Force.


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