Jenifer Blum is not listed as a control person, but directly owns under 5% of Blum Financial.
Blum Financial is an investment adviser based in Richardson, TX, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $209 million, as filed on 10 March 2026. Its fees, ownership and offices are on the firm’s profile.
Jenifer Smith Blum is Chief Compliance Officer of Strategic Wealth Planning. Jenifer is in charge of preparing and overseeing the firm's policies and procedures, and completed her compliance training through National Regulatory Services. An attorney licensed in Kansas, Missouri and Texas, she continues to practice law with a focus on business and real estate transactions.
- CRD
- 6160790
- Firm
- Blum Financial · CRD 149134
- Role
- Chief Compliance Officer
- In role since
- January 2013 · 13 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Richardson, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- awealthplan.com
Where does Jenifer Blum work?
Jenifer Blum has been Chief Compliance Officer of Blum Financial, LP since January 2013.
How can I verify Jenifer Blum’s record?
Jenifer Blum’s role is listed on Blum Financial, LP’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149134.