Jake Blake

Jake Blake Email and Phone Number

Fiduciary Investment Advisor Representative at Blake Wealth Strategies @ Blake Wealth Strategies
Jake Blake's Location
Grand Forks, North Dakota, United States, United States
Jake Blake's Contact Details

Jake Blake personal email

n/a
About Jake Blake

Experienced Fiduciary Advisor with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Social Security Planning, Estate Planning/LTC, Individual Pension Plans, Asset Protection, Safe Asset Distribution, Buy/Sell, Key man and Executive Bonus Plans, IRA's, Small Business Investment Options - Simple, SEP, 401k.

Jake Blake's Current Company Details
Blake Wealth Strategies

Blake Wealth Strategies

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Fiduciary Investment Advisor Representative at Blake Wealth Strategies
Jake Blake Work Experience Details
  • Blake Wealth Strategies
    President And Founder
    Blake Wealth Strategies Jun 2012 - Present
    Jake Blake is an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor. Jake Blake serves Grand Forks, ND and the surrounding communities and provides financial planning and asset management. Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning, that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Blake Wealth Strategies. Blake Wealth Strategies provides investors custom-tailored investment strategies to meet short and long-term needs. As a fiduciary, Jake Blake is held to standards to put his clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.Jason "Jake" Blake offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Blake Wealth Strategies is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Jason "Jake" Blake, independent agent.
  • Aflac
    District Sales Coordinator
    Aflac Apr 1999 - Apr 2012
    Columbus, Ga, Us
    Recruited - Trained Quality Agents with BB employee benefits in North West MN - Eastern ND.

Jake Blake Skills

Term Life Insurance Life Insurance Retirement Planning Disability Insurance Tax Free Retirement Income Health Insurance Accident Whole Life Employee Benefits Fixed Annuities Voluntary Employee Benefits Brokers Health Savings Accounts Critical Illness Cafeteria Plans Flexible Spending Accounts Accident Insurance Sales 401 Retirement Savings Plans Employee Benefits Design 401k 401k Rollovers Buy Sell Agreements Executive Bonus Key Man Insurance Individual Pension Plans Equity Indexed Annuities Long Term Care Insurance Indexed Universal Life Long Term Care Investments Portfolio Performance Analysis Social Security Retirement Income Strategies Iras

Jake Blake Education Details

  • University Of Minnesota Crookston
    University Of Minnesota Crookston
    Management And Marketing
  • Kaplan University
    Kaplan University
    Investment Advisor Representative

Frequently Asked Questions about Jake Blake

What company does Jake Blake work for?

Jake Blake works for Blake Wealth Strategies

What is Jake Blake's role at the current company?

Jake Blake's current role is Fiduciary Investment Advisor Representative at Blake Wealth Strategies.

What is Jake Blake's email address?

Jake Blake's email address is ja****@****lac.com

What schools did Jake Blake attend?

Jake Blake attended University Of Minnesota Crookston, Kaplan University.

What skills is Jake Blake known for?

Jake Blake has skills like Term Life Insurance, Life Insurance, Retirement Planning, Disability Insurance, Tax Free Retirement Income, Health Insurance, Accident, Whole Life, Employee Benefits, Fixed Annuities, Voluntary Employee Benefits, Brokers.

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