Jeffery Jay Bleim
Investment Adviser Representative at FSA Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffery Jay Bleim is an investment adviser representative with FSA Advisors, Inc. in Troy, MI, where they have been registered since 2017. They have worked in the securities industry since 2010 and were previously registered with Independence Capital Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Services OF AmericaJan 2002 – no end date reportedWarren, OH
- Hatty Group IncOct 2013 – no end date reportedChicago, IL
- Independence Capital Co., IncSep 2010 – Dec 2022Parma, OH
- HUB International MidwestJun 2010 – Nov 2020Warren, MI
- FSA AdvisorsAug 2017 – no end date reportedWarren, MI
- AE Financial Services, LLCDec 2022 – no end date reportedTopeka, KS
- FSA HealthJan 2018 – no end date reportedWarren, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FSA Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- $5,000 - $499,9991.50%
- $500,000 - $999,9991.25%
- $1,000,000+1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, tax planning and preparation, insurance, legacy and estate planning, and investment advisory services, integrated through a discovery, design, and deploy planning process.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Troy, MI
- Founded:
- 1984
- SEC file number:
- 801-120474
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 8, 2026
View full firm profileOther advisors at FSA Advisors, Inc.
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffery Jay Bleim has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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