Jessica
Blake
S.E.E.D. Planning Group, LLC
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About this Advisor
Jessica Blake is a financial advisor working in Binghamton, New York, who has 1 year of industry experience. Blake currently works for S.E.E.D. Planning Group, LLC. Blake has gained experience at Nbt Bank and S.E.E.D. Planning Group, LLC. Blake has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in New York. S.E.E.D. Planning Group, LLC is a registered investment company headquartered in Binghamton, NY. It has offices in four locations and a total of 28 advisors. It administers $351 million in total assets across its 1,436 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advice to eight charities and foundations. Of its 1,436 customer accounts, 22% are associated with high-net-worth individuals who have more than $1 million in assets. S.E.E.D. Planning Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules usually vary depending on the type of financial services. Fees charged by S.E.E.D. Planning Group, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.E.E.D. Planning Group, LLC Brokerage Details
$351,350,025
28
1,436
$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jessica Blake Work History
Jessica has been registered as a financial advisor for 1 years.*
S.E.E.D. Planning Group, LLC
S.E.E.D. Planning Group, LLC
Nbt Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Blake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at S.E.E.D. Planning Group, LLC
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Whitney Point, NY
Binghamton, NY
Whitney Point, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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