Advisor at Blackridge Asset Management, LLC
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.
Firm
Blackridge Asset Management, LLC
Location
Jackson, MI
Credentials
Series 66
Industry experience
10 years
IARs may charge retainer fees for financial planning, consulting and/or asset management services; terms stated in client agreement
Some IARs may be dually registered as Registered Representatives and receive commissions on securities and insurance products; BAM does not share in these commissions
Account minimum: $150,000 standard minimum for multiple manager portfolio accounts; $100,000 for TPMM strategies; $25,000 for Advisor as Portfolio Manager Programs; BAM may accept accounts below these thresholds at its discretion Minimum fee: Minimum account fees expressed in annual amounts, assessed quarterly (e.g., $100 minimum annual fee assessed as $25 per quarter) Fee-only: Primarily a fee-only investment advisory firm; advisory fees charged as percentage of assets under management, varying by asset level and investment style
Blackridge Asset Management, LLC
2021 - Present (5 years)
Peak Brokerage Serices, LLC
2021 - Present (5 years)
Wealth Strategies Financial Group
2018 - 2021 (3 years)
Minnesota Life Insurance Services
2018 - 2021 (3 years)
Securian Financial Services Inc
2018 - 2021 (3 years)
MML Investors Services
2017 - 2018 (1 year)
Mass Mutual Life Insurance Company
2016 - 2018 (2 years)
MSI Financial Services Inc
2016 - 2017 (1 year)
MetLife Securities INC
2015 - 2016 (1 year)
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 66
Jackson, MI
Edward Jones
Series 63, Series 66
Jackson, MI
Fidelity
Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.
Series 66
Jackson, MI
Edward Jones
CFP®, Series 66
Jackson, MI
Edward Jones
Series 66
Jackson, MI
Edward Jones
CFP®, Series 66
Clark Lake, MI
Edward Jones
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