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.

Current firm

MAGNUS FINANCIAL GROUP LLC

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

Dec 28, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Dec 28, 2012

First registration

Mar 5, 2020

Dual registered

no

Other names

Jonathyn Blum|Jonathyn Blum|Jake D Blum

IAPD individual key

5935093

• Occurred

  Dec 8, 2025
  Advisor changed firm

  Jake Dean Blum left Northwestern Mutual Investment Services,Llc for Magnus Financial Group Llc (registered 2025-12-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbcb089f-ba4e-8eb3-c211-49f374941e14

First observed

Mar 5, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.