JC
James Carlyle Blakely
CRD 4629489
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
| Blakely Walters Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blakely Walters Wealth Management Llc
Managing Partner · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗