Blake Jordan (CRD# 4390380) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fairfax, VA and has over 22 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Speleological Foundation | Perkasie, PA | Nov 2022 - Current | 1 |
| 7bnj Incorporated | North Garden, VA | Jan 2022 - Current | 2 |
| Western Albermarle Rescue Squad | Crozet, VA | Jan 2021 - Current | 3 |
| Charlottesville Grotto Of The National Speleological Society | Crozet, VA | Jan 2020 - Current | 4 |
| The Heartland Institute Of Financial Education (hife) | Greenwood Village, CO | Dec 2019 - Current | 4 |
| Blue Ridge Mountain Rescue Group, Inc. | Charlottesville, VA | Jul 2018 - Current | 5 |
| North Garden Volunteer Fire Company | North Garden, VA | Jul 2018 - Current | 5 |
| Western Albemarle Rescue Squad | Crozet, VA | Mar 2018 - Current | 6 |
| Artist | Albuquerque, NM | Oct 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Alexandria, VA | Jan 2012 - Current | 12 |
| National Speleological Society | Huntsville, AL | Sep 2009 - Current | 14 |
| World Financial Group, Inc. | Alexandria, VA | Jun 2001 - Current | 22 |
| Netlaw, Inc. | Louisville, KY | May 2019 - Nov 2023 | 4 |
| Crozet United Methodist Church | Crozet, VA | Jan 2020 - Nov 2022 | 2 |
| National Speleological Foundation | Dayton, OH | Sep 2013 - Nov 2022 | 9 |
| Crozet Trolley | Crozet, VA | Jun 2019 - Feb 2022 | 2 |
| Tbnj Agency | Crozet, VA | Dec 2017 - Feb 2022 | 4 |
| Virginia Region Of The National Speleological Society | Huntsville, AL | Dec 2018 - Dec 2021 | 3 |
| Field School Of Charlottesville | Crozet, VA | Feb 2020 - Mar 2020 | < 1 |
| Millennial Property & Casualty Insurance Services | San Diego, CA | Nov 2018 - Feb 2020 | 1 |
| Us Soccer Foundation (ussf) | Chicago, IL | Mar 2019 - Jan 2020 | < 1 |
| Charlottesville Grotto Of The National Speleologial Society | Crozet, VA | Mar 2018 - Jan 2020 | 1 |
| Freemasons | Albuquerque, NM | May 2011 - Dec 2019 | 8 |
| National Speleological Society - Arts & Letters Section | Huntsville, AL | Sep 1999 - Dec 2019 | 20 |
| Liberty Tax | Albuquerque, NM | Jan 2017 - Jun 2018 | 1 |
| Harris Teeter | Charlottesville, VA | Jan 2018 - Mar 2018 | < 1 |
| National Speleological Society | Huntsville, AL | May 1999 - Jan 2018 | 18 |
| Superior Access | Austin, TX | Dec 2016 - Jun 2017 | < 1 |
| Albuquerque District Of The United Methodist Men | Albuquerque, NM | Jan 2012 - Jun 2017 | 5 |
| Cap (community Alliance Partner) Program | Albuquerque, NM | May 2014 - May 2017 | 3 |
| Smith's Food And Drug | Albuquerque, NM | Aug 2016 - Oct 2016 | < 1 |
| Santa Ana Star Center | Rio Rancho, NM | Oct 2015 - Jul 2016 | < 1 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Jul 2015 - Jul 2016 | 1 |
| New Mexico Health Insurance Exchange | Albuquerque, NM | Oct 2014 - Jul 2016 | 1 |
| Teradactyl, LLC | Albuquerque, NM | May 2013 - Jan 2016 | 2 |
| Southwestern Region Of The National Speleological Society | Albuquerque, NM | Jan 2011 - Jan 2016 | 5 |
| Sandia Grotto Of The National Speleological Society | Albuquerque, NM | Jan 2012 - May 2014 | 2 |
| Medical Consultants Of America | Albuquerque, NM | Jan 2009 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NM
- VA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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