Blake Jackson Willis

Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2021-08-27

Designations

• Certified Financial Planner