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Jason B

Series 65

Grand Forks, ND

Blake Wealth Strategies

Jason Blake is the sole advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 designation with 10 years of industry experience. He previously worked at Gradient Advisors, LLC for four years and has operated his own financial firm, Blake Financial Strategies, since 2016, which includes offering life insurance and annuity products. Blake Wealth Strategies serves individual investors, trusts, estates, business entities, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines advisory services with an affiliated insurance practice and employs fundamental analysis and longer-term investment approaches for its clients.

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