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Jason Earl Blake

Blake Wealth Strategies

Grand Forks, ND

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Current Employers
Blake Wealth Strategies

Grand Forks, ND • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-06-01
ND RA APPROVED 2020-04-07
  • MN RA
    APPROVED
    Since 2020-06-01
  • ND RA
    APPROVED
    Since 2020-04-07

Branch Locations

Grand Forks, ND • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 06/2016 01/2020
Blake Wealth Strategies Llc Grand Forks ND 01/2020 Present
Jason Blake Sole Proprietor Dba Blake Financial Strategies Grand Forks ND 08/2016 Present
  • 06/2016 → 01/2020
    Arden Hills, MN
  • 01/2020 → Present
    Blake Wealth Strategies Llc
    Grand Forks, ND
  • 08/2016 → Present
    Jason Blake Sole Proprietor Dba Blake Financial Strategies
    Grand Forks, ND
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-28
  • S65 Uniform Investment Adviser Law Examination
    2016-04-28
Other Names
  • Jake Blake

View on SEC IAPD

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