Helen Blatz, financial advisor Northampton MA
89 score

Helen Blatz

CRD Number: 1035632
Current Firm: Edward Jones

Helen Blatz (CRD# 1035632) is an Investment Advisor Representative working at Edward Jones in Northampton, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2013 - Current 3
Unemployed Hadley, MA Jul 2013 - Nov 2013 < 1
Cccs/money Management International Amherst, MA Nov 1998 - Jun 2013 14
Ilse Shumway Cpa Amherst, MA Jan 2005 - Apr 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Helen L. Blatz
Phone Number: 314-515-2000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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