Jay Bluestine has been Managing Member, Founder & CEO of Blue Square Asset Management since November 2017, is a control person of the firm and directly owns 75% or more of it.
Blue Square Asset Management, LLC is a New York, NY firm with $410M under management, 214 clients and 6 advisers in one office, as of its July 2026 filing.
Jay Bluestine’s longest registration is the current one, 7 years at Blue Square Asset Management since 2019. Before joining Blue Square Asset Management in 2019, Jay Bluestine was registered through Raymond James Financial Services Advisors, Inc and UBS Financial Services Inc.
- – present · 7 yearsNew York, NY · Adviser representative · Firm CRD 296802
- Raymond James Financial Services Advisors, Inc– · 1 yearNew York, NY · Adviser representative · Firm CRD 149018
- UBS Financial Services Inc.– · 6 yearsNew York, NY · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsNew York, NY · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jay Bluestine is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2019; the most recent is New York, in October 2021.
- New YorkSince 28 October 2021
- TexasResidentSince 8 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 6 May 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 26 March 2009 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 30 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 November 1996 |
| Series 7 | General Securities Representative Examination | 29 October 1996 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jay Howard Bluestine
- CRD
- 2802396
- Firm
- Blue Square Asset Management · CRD 296802
- Role
- Managing Member, Founder & CEO
- Office
- 17 STATE STREET, 40TH FLOOR, New York, NY 10004
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Bluestine work?
Jay Bluestine has been Managing Member, Founder & CEO of Blue Square Asset Management, LLC since November 2017, and is a control person of the firm.
Is Jay Bluestine a financial advisor?
Yes. Jay Bluestine has a current investment-adviser registration in New York and Texas, through Blue Square Asset Management since August 2019.
How many years of experience does Jay Bluestine have?
Jay Bluestine has 29 years in the financial industry, since July 1997, across 4 adviser firms.
What exams has Jay Bluestine passed?
Jay Bluestine has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 31, Series 65 and Series 3. The earliest, the Series 7, was passed in October 1996. FINRA credited Jay Bluestine with the SIE, which began in October 2018.
Where did Jay Bluestine work before Blue Square Asset Management?
Before Blue Square Asset Management, Jay Bluestine was registered through Raymond James Financial Services Advisors, Inc, November 2017 to November 2018; UBS Financial Services Inc., February 2011 to December 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2003 to April 2008.
Where is Jay Bluestine based?
Jay Bluestine’s registered office is in New York, NY.
Is Jay Bluestine registered with FINRA?
No. Jay Bluestine has no current broker registration.
How can I verify Jay Bluestine’s record?
Search CRD 2802396 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Bluestine’s full registration record.
- Allison JaffeChief Compliance Officer
- Andrew CeislerPrincipal, Director Asset Management