James Blakely Email & Phone Number
Partner @ Blakely Walters
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James Blakely Location
- Tempe, AZ, US
James Blakely Work
- 2009 -now Partner @
- 2008 -now member @ 1820 Investment Group
- 2003 -2009 Financial Advisor and Trainer @
James Blakely Education
- Arizona State University
BA of Science (Marketing and entrepreneurship)
1998-2002 - Ridgefield High School 1994-1998
James Blakely Skills
- Investments
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Disability Insurance
- 401k
- Financial Planners
- Estate Planning
- IRAs
- Fixed Annuities
- Retirement
- Financial Advisory
- Personal Finance
- Series 63
- Mutual Funds
- Financial Services
- Personal Financial Planning
- Retirement Plan Consulting
- Money Management
- Long Term Care Insurance
- Income Protection
- Finance
- Series 7
- Health Insurance
- Life Insurance
- Securities
- Investment Advisory
- Small Business
- Financial Planning
- Valuation
- Term Life Insurance
- Insurance
- Universal Life
- Wealth Accumulation
- Wealth Management Services
- Investment Strategies
- Asset Allocation
- ETFs
- Roth IRA
- FINRA
- Insurance Planning
- Variable Annuities
- Portfolio Management
- Whole Life
- 401k Rollovers
- Wealth
- High Net Worth Individuals
- Long-term Care
- Strategy
- Management
- Long Term Care
- Microsoft Word
James Blakely Summary
- James Blakely, based in Tempe, AZ, US, is currently a Partner at Blakely Walters Wealth Management. James Blakely brings experience from previous roles at 1820 Investment Group and North Star Resource Group. James Blakely holds a 1998 - 2002 BA of Science in Marketing and entrepreneurship @ Arizona State University. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Strategic Financial Planning, Disability Insurance and more. James Blakely has 3 emails and 3 mobile phone numbers on RocketReach.
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