Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake E. Jones is an Investment Advisor Representative at Edelman Financial Engines. Blake holds a Series 65 license and has been in the industry since 2015. Blake specializes in Financial Planning, Portfolio Management, and Pension Consulting. Blake is registered to provide investment advisory services in Arizona and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
11/29/2021 - Present
Edelman Financial Engines (PHOENIX AZ)
IA
Issued 10/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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