James Blandford, financial advisor Morristown NJ

James Blandford

CRD Number: 5228178
Current Firm: Private Advisor Group, LLC

James Blandford (CRD# 5228178) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 15 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Lpl Financial, LLC Louisville, KY Feb 2020 - Current 2
Private Advisor Group, LLC Louisville, KY Feb 2020 - Current 2
Klump & Blandford Properties Louisville, KY Oct 2015 - Current 6
Klump & Blandford Huff, Psc Louisville, KY Sep 2013 - Current 8
Cetera Financial Specialists LLC Schaumburg, IL Jan 2019 - Jan 2020 1
Cetera Investment Advisers LLC Schaumburg, IL Nov 2018 - Jan 2020 1
Blandford Wealth Management,llc Prospect, KY Aug 2013 - Dec 2019 6
Cetera Financial Specialists LLC Schaumburg, IL Nov 2018 - Jan 2019 < 1
Rbt Services Elizabethtown, KY Mar 2013 - Sep 2013 < 1
Humana Louisville, KY Aug 2012 - Mar 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
S63 Uniform Securities State Law Examination Jan 2019
Contact Info for James D. Blandford
Phone Number: 973-538-7010
Firm Website: http://www.cimglpl.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    33,941
    MILLIONS
  • Total Number of Accounts
    116,249
    ACCOUNTS
  • Average Account Value
    $291,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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