AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JB

Jasen Nathaniel Blakney

BRIDGEWAY SECURITIES
ROUND ROCK, TX
·CRD# 6362295·11 years experience

Professional Summary

Jasen Nathaniel Blakney, who also goes by Jasen N Blakney, is a registered financial advisor currently at BRIDGEWAY SECURITIES located in Round Rock, Texas. Jasen is registered as a RR (Registered Representative) and started their career in finance in 2015. Jasen has worked at 3 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 79 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jasen N Blakney

Blog Corner

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
View profile
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

BRIDGEWAY SECURITIES·CRD# 334561
BD
1 Chisholm Trail Rd Suite 450, Round Rock, TX 78681
June 24, 2025 - Present
BOFA SECURITIES, INC.·CRD# 283942
BD
New York, NY
May 10, 2019 - April 4, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 28, 2015 - May 10, 2019

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Current Firm

BS
BRIDGEWAY SECURITIES

BRIDGEWAY SECURITIES | BRIDGEWAY SECURITIES CORP

CRD#: 334561 / SEC#: 8-71318
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

1 Chisholm Trail Rd Suite 450, Round Rock, TX 78681

Mailing Address

1 Chisholm Trail Rd Suite 450, Round Rock, TX 78681

Phone Number

(512) 387-0991

Established

Texas since 12/26/2024

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
TAYLOR, ISAAC CHARLESCEO, CCO, PARTNER4995521
BLAKNEY, JASEN NATHANIELPARTNER, DIRECTOR6362295
BRIDGEWAY CAPITAL PARTNERS LLCHOLDING COMPANY—
ATTANASIO, ELIZABETH MARIEFINOP5325007

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2015About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jun 2025About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed May 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Sep 2015About the Series 79 exam

Series 24 — General Securities Principal Examination

Passed Mar 2025About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Jasen Nathaniel Blakney's CRS (Customer Relationship Summary).

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#
JB
Follow Jasen
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required