AUMdb
JA

Jason Allen Stein

CRD 6232434 Certified Financial Planner

Firms

FirmRoleAs of
Bluepoint Wealth Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗