Jay Howard Bluestine

Current Employers

Employment History

• 08/2011 → 11/2017
  Ubs Financial Services Inc.
  New York, NY
• 11/2017 → 11/2018
  Raymond James Financial Services, Inc.
  New York, NY
• 11/2017 → 11/2018
  Raymond James Financial Services Advisors Inc.
  New York, NY
• 11/2017 → Present
  Blue Square Asset Management, Llc
  New York, NY
• 10/2018 → 12/2023
  The Hotaling Group
  New York, NY
• 01/2019 → Present
  Norwood Financial Group
  Hackensack, NJ
• 01/2021 → Present
  Epic Insurance Brokers And Consultants
  San Francisco, CA

Previous Registrations

• 2017-11-16 → 2018-11-29
  Raymond James Financial Services Advisors, Inc
  New York, NY
  New York, NY
• 2011-02-07 → 2017-12-10
  Ubs Financial Services Inc.
  New York, NY
• 2003-03-17 → 2008-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1) TACTUAL LABS CO / NEW YORK, NY / NOT INVESTMENT RELATED / MEMBER OF BOARD OF DIRECTORS / DIRECTOR / 2 HRS PER MONTH, 0 DURING TRADING HRS / START DATE: 02/01/2013. 2) Name of Business : Epic Insurance Brokers and Consultants - Address: One California Street, Suite 400, San Francisco, CA 94111. - Nature of the Business: Non-variable Insurance - Position/Title referring insurance agent- Investment Related: Yes - Start Date: 1/2021 - Hours per month devoted to this business: : Less than 2.5% - Hours per month devoted to this business during trading hours: 0 - Description of duties: Referring Agent 3) Name of Business : Norwood Financial Group- Address: Hackensack, NJ - Nature of the Business: Non-variable Insurance - Position/Title: Insurance Agent- Investment Related: Yes - Start Date: 01/2019 - Hours per month devoted to this business: 2 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Referring Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-26
• S63 Uniform Securities Agent State Law Examination
  1996-11-05