Blake
Jordan
Transamerica Financial Advisors, Inc
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About this Advisor
Blake Jordan is a financial advisor based out of Fairfax, Virginia with 11 years of relevant experience. Jordan is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Inc, Medical Consultants Of America, Freemasons, Transamerica Financial Advisors, Inc, Sandia Grotto Of The National Speleological Society, Southwestern Region Of The National Speleological Society, Artist, Albuquerque District Of The United Methodist Men, National Speleological Foundation, Cap (Community Alliance Partner) Program, New Mexico Health Insurance Exchange, Teradactyl, LLC, Heartland Institute Of Financial Education, National Speleological Society, Smith'S Food And Drug, Superior Access, Liberty Tax, Charlottesville Grotto Of The National Speleologial Society, Western Albemarle Rescue Squad, Millennial Property & Casualty Insurance Services, Tbnj Agency, Virginia Region Of The National Speleological Society, Us Soccer Foundation (Ussf), Netlaw, Inc, Crozet Trolley, Charlottesville Grotto Of The National Speleological Society, The Heartland Institute Of Financial Education (Hife), Field School Of Charlottesville, Crozet United Methodist Church, Western Albermarle Rescue Squad, 7Bnj Inc, Blue Ridge Mountain Rescue Group, Inc, North Garden Volunteer Fire Company, Santa Ana Star Center, Harris Teeter and National Speleological Society - Arts & Letters Section. Jordan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Mexico and Virginia. 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 manages $2 billion in assets among its 59,659 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc 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. Fees for financial management largely depend on the type of financial services provided. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Blake Jordan Work History
Blake has been registered as a financial advisor for 11 years.*
7Bnj Inc
Western Albermarle Rescue Squad
Charlottesville Grotto Of The National Speleological Society
Netlaw, Inc
The Heartland Institute Of Financial Education (Hife)
Western Albemarle Rescue Squad
Blue Ridge Mountain Rescue Group, Inc
North Garden Volunteer Fire Company
National Speleological Foundation
Transamerica Financial Advisors, Inc
Artist
National Speleological Society
World Financial Group, Inc
Field School Of Charlottesville
Crozet United Methodist Church
Us Soccer Foundation (Ussf)
Crozet Trolley
Charlottesville Grotto Of The National Speleologial Society
Millennial Property & Casualty Insurance Services
Virginia Region Of The National Speleological Society
Harris Teeter
Liberty Tax
Tbnj Agency
Smith'S Food And Drug
Superior Access
Heartland Institute Of Financial Education
Santa Ana Star Center
Cap (Community Alliance Partner) Program
New Mexico Health Insurance Exchange
Teradactyl, LLC
Sandia Grotto Of The National Speleological Society
Albuquerque District Of The United Methodist Men
Freemasons
Southwestern Region Of The National Speleological Society
Medical Consultants Of America
National Speleological Society
National Speleological Society - Arts & Letters Section
*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 Blake Jordan 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
Plano, TX
Bellevue, WA
Irvine, CA
Woodland Hills, CA
Colorado Springs, CO
Milpitas, CA
San Antonio, TX
Plano, 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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