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Inactive

Blake Jackson Willis

Modera Wealth Management, LLC

Westwood, NJ

Mclean, VA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-07
  • VA RA
    APPROVED
    Since 2026-07-07

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

7601 Lewinsville Road, Suite 210, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Llc Tysons Corner VA 06/2021 02/2022
Virginia Tech Blacksburg VA 09/2017 05/2021
Luna Inc. Blackburg VA 06/2020 08/2020
Roanoke Country Club Roanoke VA 06/2018 08/2019
Roanoke Landcare And Maintenance Roanoke VA 06/2017 08/2017
North Cross School Roanoke VA 09/2004 06/2017
Bernhardt Wealth Management, Inc. Mclean VA 02/2022 11/2022
Modera Wealth Management, Llc Westwood NJ 11/2022 Present
  • 06/2021 → 02/2022
    Mcadam Llc
    Tysons Corner, VA
  • 09/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 06/2020 → 08/2020
    Luna Inc.
    Blackburg, VA
  • 06/2018 → 08/2019
    Roanoke Country Club
    Roanoke, VA
  • 06/2017 → 08/2017
    Roanoke Landcare And Maintenance
    Roanoke, VA
  • 09/2004 → 06/2017
    North Cross School
    Roanoke, VA
  • 02/2022 → 11/2022
    Bernhardt Wealth Management, Inc.
    Mclean, VA
  • 11/2022 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2021-09-16 → 2022-02-08
    Mcadam Llc
    Radnor, PA
    Tysons Corner, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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