James C. Blake

BRAND ASSET MANAGEMENT GROUP

Chesterfield, MO 63017

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CRD#: 6789458

Professional summary

James C Blake, AIF®, CFP®, who also goes by James Blake, is a registered financial advisor currently at BRAND ASSET MANAGEMENT GROUP, INC. located in Chesterfield, Missouri.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James 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.

ST. PAUL'S LUTHERAN SCHOOL BOARD POSITION: Board member NATURE: Conduct budget and policy decision regarding the vision and future of the school INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2018 ADDRESS: 12345 Manchester Rd, Des Peres MO 63131, United States DESCRIPTION: Meet with other board members to review budget, vision, and other policy related discussions regarding the school

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James C Blake'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 18, 2019 - Present

BRAND ASSET MANAGEMENT GROUP, INC.

Office #1: 16090 Swingley Ridge Road Suite 610, Chesterfield, MO 63017

RIA

CRD#: 106162

Chesterfield, MO

Past

September 6, 2017 - October 9, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

ST LOUIS, MO

Past

August 16, 2017 - October 9, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

ST LOUIS, MO

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".

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 Approved)

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

Missouri
(10/18/2019)

IAR

Texas
(10/18/2019)

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 66

Date: 9/6/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2017

General Securities Representative Examination

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 Approved)

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Contact information

Main Address

16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAND ADV PART 2A 10-31-2025 (11/4/2025)

Regulatory assets under management

Total Number of Accounts	1,606
AUM (Assets Under Management)	$ 930,350,775

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/26/2025	Cover Page	Report
08/22/2023	Cover Page	Report

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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James C. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James C Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAND ASSET MANAGEMENT GROUP, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

BRAND ASSET MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2017

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRAND ASSET MANAGEMENT GROUP, INC.

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