Blake
Jordan
Transamerica Financial Advisors, Inc
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About this Advisor
Blake Jordan is a financial advisor based in Fairfax, Virginia, working with Transamerica Financial Advisors, Inc. Blake has previously held positions at World Financial Group, Inc, Freemasons, Transamerica Financial Advisors, Inc, 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, Smith'S Food And Drug, 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, National Speleological Society, Superior Access, Harris Teeter and National Speleological Society - Arts & Letters Section. Blake has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Virginia. Currently, Blake is part of Transamerica Financial Advisors, Inc, which operates out of Fairfax, Virginia. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Blake Jordan Work History
7Bnj Inc
National Speleological Foundation
Western Albermarle Rescue Squad
Charlottesville Grotto Of The National Speleological Society
The Heartland Institute Of Financial Education (Hife)
Western Albemarle Rescue Squad
Blue Ridge Mountain Rescue Group, Inc
North Garden Volunteer Fire Company
Transamerica Financial Advisors, Inc
Artist
National Speleological Society
World Financial Group, Inc
Field School Of Charlottesville
Crozet United Methodist Church
Us Soccer Foundation (Ussf)
Netlaw, Inc
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
National Speleological Foundation
Teradactyl, LLC
Albuquerque District Of The United Methodist Men
Freemasons
Southwestern Region Of The National Speleological Society
National Speleological Society
National Speleological Society - Arts & Letters Section
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
Concord, CA
Houston, TX
New York, NY
San Antonio, TX
Port Jefferson Station, NY
Cincinnati, OH
West Covina, CA
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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