Jeffrey S. Blaser,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey S. Blaser, CFP®

CMT

Owner/Branch Mgr

Blaser Investment Management Group/Raymond James

3065 S Church St
Burlington, NC 27215
FINANCIAL ADVISOR'S WEBSITE
(888) 262-3671
(336) 586-0012
CONNECT WITH Jeffrey
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General

Jeffrey Blaser is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blaser Investment Management Group/Raymond James in Burlington, NC and the surrounding communities.

Financial Advisor Overview

We are committed to help people plan with clarity, move forward with confidence, and live with financial contentment.  We endeavor to incorporate a Biblical worldview alongside sound investment and financial planning principals as we work with clients and prospective clients.  Please take a moment to visit our website at www.blaserinvestment.com

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Financial Advisor Experience

A graduate and loyal fan of the University of North Carolina at Chapel Hill in 1983, Jeff has over 30 years of experience in the financial services industry.  Jeff earned his CERTIFIED FINANCIAL PLANNER(CFP) in 1997 and his CHARTERED MARKET TECHNICIAN(CMT) in 2014.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Market Technician(CMT)

Insurance Licenses

  • Life insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.  Blaser Investment Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources