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James Edward Blazer

Wealth Planning Group, Inc.

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About James Edward Blazer

James Blazer is a financial advisor with Wealth Planning Group, Inc. James has been in the industry since 2000, working for several firms before joining Wealth Planning Group, Inc. in 2007. James has a Series 6, Series 7, Series 24, and Series 31 licenses. James is a Certified Financial Planner.

Firm Information

James Blazer is currently registered with Wealth Planning Group, Inc.. Wealth Planning Group, Inc. is a financial advisor based in [main office location]. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Wealth Planning Group, Inc. manages $44,718,880 in regulatory assets under management.

$44.72M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Blazer’s Registration & Firm History

CA

04/18/2007 - Present

Wealth Planning Group, Inc. (SANTA CLARITA CA)

CA

09/08/2009 - 12/31/2011

LPL FINANCIAL LLC (VALENCIA CA)

CA

04/27/2009 - 09/08/2009

ASSOCIATED SECURITIES CORP. (VALENCIA CA)

CA

03/15/2005 - 05/14/2009

ROYAL ALLIANCE ASSOCIATES, INC. (VALENCIA CA)

SC

05/22/2003 - 03/15/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MO

11/14/2000 - 06/09/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

GA

09/07/2000 - 11/21/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2006

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Edward Blazer.
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