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John Leroy Blair

DT Investment Partners, LLC

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About John Leroy Blair

John Leroy Blair is an Investment Advisor Representative with DT Investment Partners, LLC. John is a Certified Financial Planner. John has been working in the financial industry since August 2016. John has a strong understanding of the investment industry. DT Investment Partners, LLC is a registered investment advisor that provides financial planning and portfolio management services to individuals and businesses. DT Investment Partners, LLC has been in business since July 2024.

Firm Information

John Blair is currently registered with DT Investment Partners, LLC. DT Investment Partners, LLC is an investment advisor headquartered in CHADDS FORD, PA. They manage approximately $1 billion - $10 billion in assets for high-net-worth individuals, corporations, charitable organizations, and individuals. Their services include financial planning, portfolio management for businesses and individuals, and asset allocation reporting services.
DT Investment Partners, LLC

BRANDYWINE FIVE

CHADDS FORD, PA 19317-9665

$1.52B

Assets Under Management

4

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation reporting services

Asset allocation reporting services

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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John Blair’s Registration & Firm History

PA

07/22/2024 - Present

DT Investment Partners, LLC (CHADDS FORD PA)

PA

08/29/2016 - 07/17/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 11/17/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Leroy Blair.
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