Magnus金融集团于2026年1月14日雇用Jake Blum为VP和财富顾问。 Magnus Financial Group hired Jake Blum as VP and wealth advisor on January 14, 2026.

Magnus金融集团有限公司宣布从2026年1月14日起雇用Jake Blum担任副总裁和财富管理顾问。 Magnus Financial Group LLC announced the hiring of Jake Blum as Vice President and wealth management advisor, effective January 14, 2026. Blum,一个自2023年以来的注册财务规划员(CFP),从西北相互公司、公园大道资本公司、摩根斯坦利公司以及一家家庭企业获得经验。 Blum, a Certified Financial Planner (CFP®) since 2023, brings experience from Northwestern Mutual, Park Avenue Capital, Morgan Stanley, and a family business. 他持有宾夕法尼亚大学经济学学士学位。 He holds a Bachelor of Arts in Economics from the University of Pennsylvania. 纽约市公司的首席执行官Michael Schwartz赞扬Blum的献身精神和专业背景。 Michael Schwartz, CEO of the New York City-based firm, praised Blum’s dedication and professional background. Magnus是一家在SEC注册的咨询公司,成立于2017年,提供个人化的财富管理和金融规划服务,涉及投资、保险、研究、贸易和合规。 Magnus, an SEC-registered advisory firm founded in 2017, offers personalized wealth management and financial planning services across investment, insurance, research, trading, and compliance.