Jason E. Blake

BLAKE WEALTH STRATEGIES

Grand Forks, ND

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CRD#: 6661310

Professional summary

Jason Earl Blake, who also goes by Jake Blake, is a registered financial advisor currently at BLAKE WEALTH STRATEGIES located in Grand Forks, North Dakota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jason has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Blake

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.

1) Blake Financial Strategies; Life Insurance and Annuities ; Located- 3432 Cherry St B-2, Grand Forks, ND, 58201

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Earl Blake'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®

None

Experience

Current

April 7, 2020 - Present

BLAKE WEALTH STRATEGIES

RIA

CRD#: 306809

Grand Forks, ND

Past

June 14, 2016 - May 4, 2020

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Grand Forks, ND

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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/1/2020)

IAR

North Dakota
(4/7/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2016

Uniform Investment Adviser Law Examination

Current Firm

BLAKE WEALTH STRATEGIES

BLAKE WEALTH STRATEGIES | BLAKE, JASON EARL

CRD#: 306809 / SEC#:

Minnesota

Registered Investment Advisory firm - (6/1/2020 Approved)

North Dakota

Registered Investment Advisory firm - (4/3/2020 Approved)

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Contact information

Main Address

Grand Forks, ND

Mailing Address

Phone number

(701) 741-2198

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 3,123,567

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.

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Jason E. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Earl Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAKE WEALTH STRATEGIES

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2016

Current Firm

BLAKE WEALTH STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLAKE WEALTH STRATEGIES

TRUST BUT VERIFY

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