Blake N. Jordan
TRANSAMERICA FINANCIAL ADVISORS | Investment Advisor Representative
Fairfax, VA 22030
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CRD#: 4390380
Professional summary
Blake Northup Jordan is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Fairfax, Virginia.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Blake has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Artist/ Albuquerque Nm 87111, Start Date 10-2012, Not Investment Related, Sole Owner in Charge of Creating Art, Creating Art for Public Consumption, 5 Hrs./Week. Charlottesville Grotto of The National Speleological Society/Not Investment Related/Vice Chairman/0120/Crozet, VA 22932/Education and Exploration of Caves. /Drive Membership, Oversee Facebook Site and Website, Run Bi-Monthly Meetings. /Hours. Month: 10 | not investment related NATIONAL SPELEOLOGICAL FOUNDATION POSITION: Emeritus NATURE: Science Education Not INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2022 ADDRESS: 1008 West Schwenk Mill Road, Perkasie PA 18944, United States DESCRIPTION: I have no more responsibilities or daily activities as Emeritus. I read the emails sent to me and am able to show up at meetings and provide commentary. I have no voting rights, nor hold any official capacity. 7BNJ INCORPORATED POSITION: Sole Owner NATURE: Entity Ownership NOT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2022 ADDRESS: 2398 Red Hill Road, North Garden VA 22959-1822, United States DESCRIPTION: I will market and provide P&C insurance services to specialty lines insurance; medical professional liability, ballooning insurance, etc. The Heartland Institute of Financial Education (HIFE)/ Emp Dates: 1219 To Present/ not Investment Related: No /Address: Greenwood Village, Co 80111/ Position: Cfed Registry Instructor / Nature of Business: Certified Financial Education Instructor Teaching Adults Financial Education, Usually at Their Workplace/Hrs. Work Monthly: 20/Sec Trading Hrs.: 0/ Duties: Teach And Be A Coach For Adults Who Seek Financial Education From A Certified Financial Education Registry Instructor Blue Ridge Mountain Rescue Group/ not investment related/ position is Callout Qualified / Observatory Mountain Engineering Research Facility, Old Reservoir Rd, Charlottesville, VA 22903 / HRs during trading 0/ search and rescue missions occur randomly. North Garden Volunteer Fire Company/ not investment related / Volunteer Fire Fighter / hrs monthly - 10/ during trading 0/ 4907 Plank Rd, North Garden, VA 22959 North Garden Volunteer Fire Company/ not investment related / Volunteer Fire Fighter / hrs monthly - 10/ during trading 0/ 4907 Plank Rd, North Garden, VA 22959 NATIONAL SPELEOLOGICAL FOUNDATION POSITION: CMTE CO-CHAIRMAN NATURE: Science Education not INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2022 ADDRESS: HUNTSVILLE, AL, United States DESCRIPTION:NA. COVE GARDEN RURITAN CLUB POSITION: Vice President NATURE: Non-profit community club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 4907 Plank Road, North Garden VA 22959, United States DESCRIPTION: The duties of the Vice President are: To support the President by: Serving as chair of the Objectives Committee. WESTERN ALBEMARLE RESCUE SQUAD - SECRETARY POSITION: Secretary NATURE: Volunteer fire department. Not INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1265 Crozet Ave, P.O. Box 188, Crozet VA 22393, United States DESCRIPTION: Nothing financial related. Typical secretarial duties for the volunteer fire department. Not a paid position. NETLAW POSITION: Agent NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2025 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: Assist clients to input their data into a software program for wills, trusts, and estate planning and work with the Hargrove Firm's legal teams.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Northup Jordan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Blake Northup Jordan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 11350 Random Hills Rd Suite 800 Room 889, Fairfax, VA 22030RIA
BD
CRD#: 16164
Fairfax, VA
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 11350 Random Hills Rd Suite 800 Room 889, Fairfax, VA 22030RIA
BD
CRD#: 16164
Fairfax, VA
Past
April 2, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
ALBUQUERQUE, NM
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ALBUQUERQUE, NM
Past
January 21, 2002 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(1/6/2012)
RR
New Mexico(1/6/2012)
IAR
New Mexico(1/6/2012)
RR
Pennsylvania(2/25/2021)
RR
Tennessee(1/23/2023)
RR
Virginia(7/6/2017)
IAR
Virginia(10/26/2017)
RR
West Virginia(6/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
Investment Advisor RepresentativeCRD#: 16164Fairfax, VA 22030TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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