James
Blaylock

Avantax Advisory Services

CRD#5877420
Investment Advisor
in Provo, UT

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About this Advisor

James Blaylock is a financial advisor who works in Provo, Utah, with a total of 5 years of relevant experience. Blaylock is an advisor for Avantax Advisory Services. Throughout their career, Blaylock has worked at E-File Cabinet, Blaylock & Company Cpa, Pc, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Agency, LLC. Blaylock maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets among its 123,393 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. Avantax Advisory Services performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically vary depending on the services provided. Fees charged by Avantax Advisory Services most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4778 N. 300 West Suite 200
Provo, UT 84604

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

UT Average: $3,042,739,679
Total Number of Employees

2,433

UT Average: 49
Total Number of Accounts

123,393

UT Average: 2,315
Average Account Size

$250,972

UT Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Blaylock Work History

James has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Avantax Investment Services, Inc

2018 - Present (6 years)

Avantax Advisory Services

2018 - Present (6 years)

Avantax Insurance Agency, LLC

1976 - Present (48 years)

Blaylock & Company Cpa, Pc

2001 - 2015 (14 years)

E-File Cabinet

*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 James Blaylock 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 Avantax Advisory Services

Elisabeth Baldwin
Irving, TX
Ryan Newton
Irving, TX
Travis Rivers
Mccordsville, IN
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Steven Hansen
Pine River, MN
Denissia Gordon
Dallas, TX
Annie Fruge
Irving, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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