Jerry Blakely is a seasoned Financial Advisor with a remarkable journey. Having built a thriving financial advisory practice over four decades (23 of those years as a leading Advisor with Householder Group) Jerry made the strategic decision to entrust his private practice with Householder Group and his successor advisor before embarking on a new chapter.  Having formally been a FINRA affiliated Registered Representative with numerous licenses, a Registered Investment Advisor with the SEC, and Licensed Insurance Producer over his long career, Jerry presently maintains the prestigious designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

Currently serving as the Director of Advisor Sales Training at Householder Group, Jerry is passionately involved in nurturing the next generation of Financial Advisors. He dedicates his time to coaching and guiding new Advisors as they become part of the company to ensure a seamless handover of the client base from retiring advisors. Jerry also supervises the well-being of these clients as they transition to the capable hands of the next generation of Advisors.

Being a Master Elite Member of Ed Slott’s Elite IRA Group for nearly a decade, Jerry leverages this specialization to equip Householder Group Advisors in advanced strategies relating to pro-active tax and estate planning. He hosts numerous courses and trainings on analyzing and comprehending complex tax returns and trusts and empowers Advisors to create strategies and techniques that help clients minimize taxes and prevent potential pitfalls before they happen. 

Jerry also plays a pivotal role in guiding the company's leadership with his wealth of knowledge. His strategic insights and leadership acumen are instrumental in steering Householder Group Advisors towards ongoing success within the dynamic financial advisory landscape.

With his extensive background, unwavering dedication, and commitment to excellence, Jerry remains a driving force in the financial advisory realm, leaving an indelible mark on his former practice, and those under his guidance at Householder Group.

Moreover, Jerry’s dedication extends beyond training and mentoring; he actively aids retiring legacy Advisors in transitioning their practices and clients to the new wave of young advisors who are poised to take over their client relationships. This commitment ensures a smooth passing of the torch and guarantees that clients continue to receive exceptional financial guidance.

Not affiliated with LPL Financial.