Blake
Jordan

Transamerica Financial Advisors, Inc

CRD#4390380
Investment Advisor
in Fairfax, VA

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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

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

11350 Random Hills Rd Suite 800
Fairfax, VA 22030

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

VA Average: 62
Total Number of Accounts

59,659

VA Average: 2,474
Average Account Size

$30,430

VA 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

Blake Jordan Work History

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

2022 - Present (2 years)

7Bnj Inc

2021 - Present (3 years)

Western Albermarle Rescue Squad

2020 - Present (4 years)

Charlottesville Grotto Of The National Speleological Society

2019 - Present (5 years)

Netlaw, Inc

2019 - Present (5 years)

The Heartland Institute Of Financial Education (Hife)

2018 - Present (6 years)

Western Albemarle Rescue Squad

2018 - Present (6 years)

Blue Ridge Mountain Rescue Group, Inc

2018 - Present (6 years)

North Garden Volunteer Fire Company

2013 - Present (11 years)

National Speleological Foundation

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Artist

2009 - Present (15 years)

National Speleological Society

2001 - Present (23 years)

World Financial Group, Inc

2020 - 2020 (< 1 year)

Field School Of Charlottesville

2020 - 2022 (2 years)

Crozet United Methodist Church

2019 - 2020 (1 year)

Us Soccer Foundation (Ussf)

2019 - 2022 (3 years)

Crozet Trolley

2018 - 2020 (2 years)

Charlottesville Grotto Of The National Speleologial Society

2018 - 2020 (2 years)

Millennial Property & Casualty Insurance Services

2018 - 2021 (3 years)

Virginia Region Of The National Speleological Society

2018 - 2018 (< 1 year)

Harris Teeter

2017 - 2018 (1 year)

Liberty Tax

2017 - 2022 (5 years)

Tbnj Agency

2016 - 2016 (< 1 year)

Smith'S Food And Drug

2016 - 2017 (1 year)

Superior Access

2015 - 2016 (1 year)

Heartland Institute Of Financial Education

2015 - 2016 (1 year)

Santa Ana Star Center

2014 - 2017 (3 years)

Cap (Community Alliance Partner) Program

2014 - 2016 (2 years)

New Mexico Health Insurance Exchange

2013 - 2016 (3 years)

Teradactyl, LLC

2012 - 2014 (2 years)

Sandia Grotto Of The National Speleological Society

2012 - 2017 (5 years)

Albuquerque District Of The United Methodist Men

2011 - 2019 (8 years)

Freemasons

2011 - 2016 (5 years)

Southwestern Region Of The National Speleological Society

2009 - 2014 (5 years)

Medical Consultants Of America

1999 - 2018 (19 years)

National Speleological Society

1999 - 2019 (20 years)

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

Qi Dong
Plano, TX
Julie Sun
Bellevue, WA
Weihua Wu
Irvine, CA
Raul Reyes
Woodland Hills, CA
James Shoblo
Colorado Springs, CO
Shih-Sheng Li
Milpitas, CA
Chad Tacia
San Antonio, TX
Edward Peterson
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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