Jonathan Patrick Blevins

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 06/2006 → 11/2020
  Tiaa
  Charlotte, NC
• 02/2021 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2023 → Present
  Oakwood Capital Securities
  Huntersville, NC

Previous Registrations

• 2006-07-18 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2005-04-28 → 2006-06-16
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2004-05-26 → 2005-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bristol, TN

Other Businesses

Alpha Star; VP - Advisor Consulting; 19520 W. Catawba Ave, Suite 112 | Cornelius, NC 28031; since 12/09/2021; investment related; 160 hours per month; VP of Advisor Consulting for Alpha Star RIA.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-16
• S66 Uniform Combined State Law Examination
  2004-02-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jon Blevins