Jackson Blake
Advisor at Trinity Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jackson Blake is a financial advisor at Trinity Wealth with a Series 65 designation and three years of industry experience. His prior work includes roles at Jupiter Consolidated Group and Colorado Barricade, as well as teaching positions at Florida State University, Grandview High School, and Liberty Middle School. Trinity Wealth Partners is a small advisory firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm uses tailored financial plans and strategic allocation model portfolios primarily invested in mutual funds, providing ongoing portfolio management and coordinating with clients’ other professionals.
Client services
Based on Trinity Wealth
Financial planning
Portfolio management
Estate planning assistance
Expertise
Based on Trinity Wealth
College savings (529s, UTMA, etc.)
General retirement planning
Cash flow / budgeting
Fee options
1.5% annually based on average daily balance
Commissions received from insurance products sales by Craig Stavely (insurance agent)
Location
6105 S. Main St., Ste. 200
Aurora, CO 80016
Most active in
Jackson B has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Trinity Wealth Partners, LLC
2023 - Present (3 years)
Jupiter Consolidated Group
2022 - 2022 (1 year)
Colorado Barricade
2022 - 2022 (1 year)
Florida State University
2021 - Present (5 years)
Floorz Commercial Flooring
2021 - 2021 (1 year)
Grandview High School
2017 - 2021 (4 years)
Liberty Middle School
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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