James Blakely, financial advisor Scottsdale AZ

James Blakely

CRD Number: 4629489
Current Firm: Next Financial Group, Inc.

James Blakely (CRD# 4629489) is an Investment Advisor Representative working at Next Financial Group, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Neighborhood Loans Scottsdale, AZ Jan 2021 - Current 3
Planning Grounds Lab 1 LLC Scottsdale, AZ Apr 2018 - Current 5
Planning Grounds Lab LLC Scottsdale, AZ Jan 2018 - Current 6
Blakely Walters Tax Services LLC Scottsdale, AZ Oct 2014 - Current 9
Blakely Walters Insurance, LLC Scottsdale, AZ Apr 2014 - Current 9
Next Financial Group, Inc. Houstion, TX Mar 2013 - Current 11
Planning Grounds Consulting LLC Scottsdale, AZ Sep 2011 - Current 12
Planning Grounds LLC Scottsdale, AZ Sep 2011 - Current 12
Blakely Walters Wealth Management Scottsdale, AZ Jul 2009 - Current 14
Next Financial Group, Inc. Houston, TX Jan 2009 - Current 15
Jim Blakely Mesa, AZ Jul 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James C. Blakely
Phone Number: 877-876-6398
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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