Blake Anthony Sizemore

Advisor at Edward Jones — Napoleon, OH Independence Drive

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Napoleon, OH 43545

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Blake Sizemore is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He holds the Series 66 license and operates out of Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Napoleon, OH Independence Drive

400 Independence Drive

Napoleon OH 43545

Advisors at this office

2

Most active in

Ohio · Texas

Work history

16 years of industry experience

Edward Jones

2009 - Present • 17 years

Saint Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jason B

CFA®, Series 63

McClure, OH

Stirling Bridge Wealth Partners, LLC

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Options & derivatives strategies Tax-loss harvesting Wealth management
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David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Passive / index investing Real estate investing Wealth management Cash flow / budgeting

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Kyler B

Series 65

Defiance, OH

Northfort Financial, LLC

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Wealth management General tax planning
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