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Jim R Blakey

Pensionmark Securities, LLC

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About Jim R Blakey

Jim Blakey is a financial advisor in Garden Ridge, TX. Jim Blakey is currently registered with Pensionmark Securities, LLC. Jim Blakey has been a registered representative since 1981. Prior to joining Pensionmark Securities, LLC, Jim Blakey was associated with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, NRP FINANCIAL, INC., LPL FINANCIAL CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., THE O.N. EQUITY SALES COMPANY, INTEGRATED RESOURCES EQUITY CORPORATION, AMERICAN CAPITAL FINANCIAL SERVICES, INC., ST. PAUL INVESTORS, INC., and NML EQUITY SERVICES, INC. Jim Blakey holds licenses for Series 6, Series 7 and Series 63.

Firm Information

Jim Blakey is currently registered with Pensionmark Securities, LLC. Pensionmark Securities, LLC is a Limited Liability Company formed on April 22, 2016. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Jim Blakey’s Registration & Firm History

TX

09/01/2017 - Present

Pensionmark Securities, LLC (Garden Ridge TX)

TX

07/31/2015 - 09/01/2017

CAPFINANCIAL SECURITIES, LLC. (Garden Ridge TX)

TX

11/30/2010 - 06/10/2015

LPL FINANCIAL LLC (GARDEN RIDGE TX)

TX

07/02/2010 - 11/30/2010

NRP FINANCIAL, INC. (GARDEN RIDGE TX)

SC

03/13/2007 - 11/25/2009

LPL FINANCIAL CORPORATION (FORT MILL SC)

TX

06/01/2004 - 12/15/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

OH

09/04/1986 - 05/18/2004

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

NA

09/19/1983 - 09/03/1986

INTEGRATED RESOURCES EQUITY CORPORATION

NA

02/23/1982 - 03/12/1984

AMERICAN CAPITAL FINANCIAL SERVICES, INC.

NA

08/11/1983 - 03/06/1984

ST. PAUL INVESTORS, INC.

NA

07/13/1981 - 02/03/1984

NML EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 09/02/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jim R Blakey.
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