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JD

Jody A. Daniels

BLAKESLEE AND BLAKESLEE
Gilbert, AZ
Some features on this profile are disabled
CRD#: 6709840
JD

Professional summary

Jody Allyn Daniels is a registered financial professional currently at BLAKESLEE AND BLAKESLEE INC. located in Gilbert, Arizona.

Jody is registered as a RR (Registered Representative) and started their career in finance in 2018. Jody has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jody Allyn Daniels's CRS (Customer Relationship Summary).
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

December 17, 2018 - Present

BLAKESLEE AND BLAKESLEE INC.

Office #2: 1101 Marsh Street, San Luis Obispo, CA 93401
BD
CRD#: 8149
Gilbert, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(1/14/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 1/13/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/15/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BLAKESLEE AND BLAKESLEE INC.
BLAKESLEE & BLAKESLEE | BLAKESLEE AND BLAKESLEE INC.

CRD#: 8149 / SEC#: , 8-32071

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1101 Marsh Street, San Luis Obispo, CA 93401
Mailing Address
1101 Marsh Street, San Luis Obispo, CA 93401
Phone number
(805) 543-4366
Established
California since 03/01/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
BLAKESLEE, SAM NORMANPRESIDENT; CFO; TREASURER; MUNI PRIN; AML OFR; GENERAL PRINCIPAL2575749
CRYDEN, DAVID WILLIAMVP1188657
DARNELL, CRAIG STUARTVP4573977
TORRES, DEIRDRE MICHELLEVP; GENERAL PRINCIPAL; CHIEF COMPLIANCE OFFICER5361708
WOODRUFF, KARA ANNFINOP4737785

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

BLAKESLEE AND BLAKESLEE INC.

CRD#: 8149Gilbert, AZ

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