Jeffrey Stephen Blocker

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 08/2025 → 08/2025
  Impact Partnership Wealth, Llc
  Topeka, KS
• 07/2016 → 10/2025
  Jeffrey S Blocker Dba Wellsaves Benefits
  Needham, MA
• 08/2025 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ
• 10/2025 → Present
  Jeffrey S. Blocker Dba Bean Harbor Advisors Llc
  Needham, MA
• 04/2026 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2025-09-23 → 2026-04-08
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Needham, MA
• 2025-08-26 → 2025-08-28
  Impact Partnership Wealth, Llc
  Needham, MA
  Marietta, GA

Other Businesses

07/2016 - Bean Harbor Advisors (formerly WellSaves Benefits) - Investment Related -163 Highland Ave Needham, MA 02494 ;Owner, Insurance agent, Administrative Support ; Approx. 130 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-27
• S63 Uniform Securities Agent State Law Examination
  1996-05-10

Other Names

• Jeffrey Stephen Blocker
• Jeff Blocker
• Stephen Jeff Blocker
• Jeff Stephen Blocker
• Jeffrey Steven Blocker