Jake Dean Blum

Employer firm

Magnus Financial Group LLC CRD 289423

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 11/2018
  Prep Crete Services, Llc
  Union, NJ
• 12/2018 → 02/2019
  Unemployed
  New York, NY
• 03/2019 → 12/2025
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 12/2025 → Present
  Magnus Financial Group Llc
  New York, NY

Previous Registrations

• 2020-03-05 → 2025-12-08
  Northwestern Mutual Investment Services, Llc
  New York, NY

Other Businesses

1) Jake Dean Blum, Not investment-related, Add: 90 Park Ave, Suite 1800, New York, NY 10016 Nature: Individual Life, Health, Group Life, and Group Health Insurance Position: Sales/Agent No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life & health.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02
• S63 Uniform Securities Agent State Law Examination
  2012-12-28

Designations

• Certified Financial Planner

Other Names

• Jonathyn Blum
• Jonathyn Blum
• Jake D Blum