Advisor at Blake Wealth Strategies
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Firm
Blake Wealth Strategies
Location
Grand Forks, ND
Credentials
Series 65
Industry experience
9 years
Jason Blake is the principal advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 credential with nine years of industry experience. He previously worked at Gradient Advisors, LLC, and has operated his own financial services business since 2016. In addition to advisory services, he is involved in life insurance and annuities through Blake Financial Strategies. Blake Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using third-party platforms, standalone financial planning, and retirement plan services, emphasizing fundamental analysis and longer-term purchase strategies tailored to client objectives.
Based on Blake Wealth Strategies
Financial planning fixed fee up to $500.
$0+: 1.00% annually (Blake Wealth Strategies asset management fee via Orion Portfolio Solutions program) All Assets+: 2.00% annually total fee for Gradient Investments Strategic Portfolios (1.00% GI + 1.00% BWS) All Assets+: 1.80% annually total fee for Gradient Investments Tactical Portfolios (0.80% GI + 1.00% BWS) All Assets+: 1.70% annually total fee for Gradient Investments Allocation & Defined Outcome Portfolios (0.70% GI + 1.00% BWS) All Assets+: 1.00% annually total fee for Gradient Investments Preservation Portfolios (0.40% GI + 0.60% BWS)
Advisors are licensed insurance agents and may receive commissions on insurance products; conflicts of interest disclosed.
Fee-only: Fixed fee up to $500 for financial planning; fees due upon delivery of plan; fee may be waived if plan implemented through BWS.
Grand Forks, ND
Minnesota · North Dakota
Blake Wealth Strategies LLC
2020 - Present (6 years)
Jason Blake Sole Proprietor dba Blake Financial Strategies
2016 - Present (10 years)
Gradient Advisors, LLC
2016 - 2020 (4 years)
Self-Employed
1999 - 2016 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Grand Forks, ND
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CFP®, Series 63, Series 65
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Series 66
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Brady Martz Wealth Solutions, LLC
Series 65
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