Jamal Blanton (CRD# 5473284) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 6 years of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Dallas, TX | Jul 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Dallas, TX | Jul 2021 - Current | 2 |
| Pks Advisory | Albany, NY | May 2021 - Jul 2021 | < 1 |
| Purshe Kaplan Sterlng Investments | Albany, NY | Apr 2021 - Jul 2021 | < 1 |
| Wentworth Ms | Frisco, TX | Apr 2021 - Jul 2021 | < 1 |
| Avantax Investment Services, Inc. | Dallas, TX | Oct 2019 - Apr 2021 | 1 |
| Avantax Advisory Services | Dallas, TX | Oct 2019 - Apr 2021 | 1 |
| 1st Global Capital Corp | Dallas, TX | Dec 2007 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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