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Inactive

Jake Ryan Blum

Pandi, LLC

Kansas City, MO

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Current Employers
Pandi, Llc

300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-05-01
MO RA APPROVED 2026-05-01
TX RA APPROVED 2026-05-01
  • KS RA
    APPROVED
    Since 2026-05-01
  • MO RA
    APPROVED
    Since 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pandi, Llc Kansas City MO 08/2024 Present
Chapin Davis, Inc Baltimore MD 06/2022 08/2022
Ameriprise Financial Services, Llc Columbia MD 05/2021 08/2021
United States Army College Park MD 01/2022 12/2024
University System Of Maryland Foundation Washington DC 01/2023 05/2023
Stepstone Group Baltimore MD 06/2023 08/2023
United States Army Belton MO 12/2024 Present
Howard High School Columbia MD 08/2016 05/2020
University Of Maryland, College Park College Park MD 08/2020 05/2024
  • 08/2024 → Present
    Pandi, Llc
    Kansas City, MO
  • 06/2022 → 08/2022
    Chapin Davis, Inc
    Baltimore, MD
  • 05/2021 → 08/2021
    Ameriprise Financial Services, Llc
    Columbia, MD
  • 01/2022 → 12/2024
    United States Army
    College Park, MD
  • 01/2023 → 05/2023
    University System Of Maryland Foundation
    Washington, DC
  • 06/2023 → 08/2023
    Stepstone Group
    Baltimore, MD
  • 12/2024 → Present
    United States Army
    Belton, MO
  • 08/2016 → 05/2020
    Howard High School
    Columbia, MD
  • 08/2020 → 05/2024
    University Of Maryland, College Park
    College Park, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

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COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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