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Jeffery Jay Bleim

Financial Services OF America Advisors

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About Jeffery Jay Bleim

Jeffery Jay Bleim is an investment advisor representative with Financial Services Of America Advisors. He is licensed to provide investment advice and financial planning services to individuals and businesses. He is also licensed to sell life insurance and fixed/indexed annuities. Jeffery has been in the financial industry for over a decade, and has a strong understanding of investment products and strategies. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He is also a member of the Financial Services of America team, which is dedicated to providing excellent customer service and financial guidance.

Firm Information

Jeffery Bleim is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisor fees

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Jeffery Bleim’s Registration & Firm History

MI

08/30/2017 - Present

Financial Services OF America Advisors (TROY MI)

MI

09/09/2010 - 12/15/2022

INDEPENDENCE CAPITAL CO., INC. (WARREN MI)

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Licenses & Designations

IA

Issued 04/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffery Jay Bleim. Review regulatory record here.
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