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Blake Northup Jordan

Transamerica Financial Advisors, Inc.

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About Blake Northup Jordan

Blake Northup Jordan is a financial advisor with over 20 years of experience in the industry. Jordan is currently registered as a registered representative and investment adviser representative with Transamerica Financial Advisors, Inc. in Fairfax, VA. Prior to this, Jordan has held positions with World Group Securities, Inc. and WMA Securities, Inc. Jordan has a strong track record of success in providing financial guidance and investment management services to individuals and families. Jordan is committed to helping clients achieve their financial goals. Jordan has earned several professional designations, including Series 6, Series 26, Series 63, and Series 65. Jordan provides financial planning and investment management services to individuals and families. Jordan is a member of the National Speleological Society, the Western Albemarle Rescue Squad, and the Charlottesville Grotto of the National Speleological Society. Jordan is also a sole owner of 7BNJ Incorporated which provides P&C insurance services.

Firm Information

Blake Jordan is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Jordan’s Registration & Firm History

VA

10/26/2017 - Present

Transamerica Financial Advisors, Inc. (Fairfax VA)

NM

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ALBUQUERQUE NM)

GA

01/21/2002 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/26/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Blake Northup Jordan. Review regulatory record here.
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