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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

JONATHAN PATRICK BLEVINS

Advisor at ALPHASTAR CAPITAL MANAGEMENT

CORNELIUS, NC

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Search this name across graphsid dfx:ria:3ac03cc8-273a-8b1d-ff1f-cccb18b18dc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 26, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALPHASTAR CAPITAL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S66
First exam: Feb 27, 2004
First registration: May 26, 2004
Dual registered: no
Other names: Jon Blevins
IAPD individual key: 4724819

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Feb 16, 2021	n/a	yes	CORNELIUS, NC	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 18, 2006	Nov 13, 2020	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 28, 2005	Jun 16, 2006	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 26, 2004	Feb 25, 2005	no	BRISTOL, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	ALPHASTAR CAPITAL MANAGEMENT	Nov 13, 2020	Feb 16, 2021	95	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	ADVICE AND PLANNING SERVICES	Jun 16, 2006	Jul 18, 2006	32	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Feb 25, 2005	Apr 28, 2005	62	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Feb 16, 2021 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 18, 2006 to Nov 13, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2005 to Jun 16, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 26, 2004 to Feb 25, 2005factForm ADV

Dated events

No dated event names this entity yet.