John
Blake

Transamerica Financial Advisors, Inc

CRD#2225867
Investment Advisor
in Draper, UT

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About this Advisor

John Blake is a financial advisor working in Draper, Utah with a total of 11 years of industry experience. Blake is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Wfg, Professional Association Of Diving Instructors, Dive Utah/ Padi, Dba John Blake, Blake LTD / Blake LLC, Transamerica Financial Advisors, Inc and Flyers 79 Foundation. Blake maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Transamerica Financial Advisors, Inc is a registered investment business based out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in total assets among its 59,659 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the financial services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1111 East Draper Pkwy. Suite 310
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

UT Average: $1,855,561,029
Total Number of Employees

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT Average: $750,025

Investment Advisory Services

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

John Blake Work History

John has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

Flyers 79 Foundation

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Dba John Blake

2011 - Present (13 years)

Blake LTD / Blake LLC

2010 - Present (14 years)

Dive Utah/ Padi

2001 - Present (23 years)

Wfg

2000 - Present (24 years)

Professional Association Of Diving Instructors

*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 John 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 Transamerica Financial Advisors, Inc

Qi Dong
Plano, TX
William Carlson
Fort Myers, FL
David Winn
Bridgeport, MI
Weihua Wu
Irvine, CA
Karen Ahn
Draper, UT
Amanda Ryba
San Jose, CA
Chad Tacia
San Antonio, TX
Diego Conejo
Pasadena, CA

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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