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Employer firm

Blakeslee & Blakeslee Financial Advisers Inc. CRD 287683

$423M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Blakeslee & Blakeslee Financial Advisers Inc.

1101 Marsh St., San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-14
TX RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-14

Branch Locations

1101 Marsh St., San Luis Obispo, CA 93401 • 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
Blakeslee & Blakeslee, Inc. San Luis Obispo CA 02/2022 04/2025
Pacific Premier Bank San Luis Obispo CA 08/2020 02/2022
Respite, Inc Paso Robles CA 03/2020 07/2020
Splash Cafe San Luis Obispo CA 08/2019 02/2020
Dolce Galleria Paso Robles CA 06/2017 02/2018
Student Paso Robles CA 01/2012 05/2017
Student San Luis Obispo CA 03/2018 07/2019
Blakeslee & Blakeslee Financail Advisers, Inc. San Luis Obispo CA 04/2025 Present
Blakeslee & Blakeslee, Inc. San Luis Obispo CA 04/2025 Present
  • 02/2022 → 04/2025
    Blakeslee & Blakeslee, Inc.
    San Luis Obispo, CA
  • 08/2020 → 02/2022
    Pacific Premier Bank
    San Luis Obispo, CA
  • 03/2020 → 07/2020
    Respite, Inc
    Paso Robles, CA
  • 08/2019 → 02/2020
    Splash Cafe
    San Luis Obispo, CA
  • 06/2017 → 02/2018
    Dolce Galleria
    Paso Robles, CA
  • 01/2012 → 05/2017
    Student
    Paso Robles, CA
  • 03/2018 → 07/2019
    Student
    San Luis Obispo, CA
  • 04/2025 → Present
    Blakeslee & Blakeslee Financail Advisers, Inc.
    San Luis Obispo, CA
  • 04/2025 → Present
    Blakeslee & Blakeslee, Inc.
    San Luis Obispo, CA
Other Businesses

In addition to being a registered representative at Blakeslee & Blakeslee, Taylor is also registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisors, and will offer clients advice or products from this activity. This activity does not interfere with his duties and obligations at Blakeslee & Blakeslee and is approved by the CCO, Deirdre Torres.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20
Other Names
  • Taylor Tristyn Perez

View on SEC IAPD

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