Jerry S. Blakely
CFP®, ChFC, Regional Vice President
Over 30 years of experience in the financial service industry is what Jerry S. Blakely, CFP® brings to the table. Clients range from those who are planning for retirement to those who are already retired and wish to preserve their wealth so they never run out of money. Jerry is a CERTIFIED FINANCIAL PLANNER™ professional, holding the Series 6, 7, 24, 63 and 66 securities registrations (6, 7 and 24 are held with LPL Financial). He also holds a Bachelor’s and Master of Arts Degree from California State University, Northridge.
Jerry is well-respected and has established a premiere financial advisory firm in both the Antelope and Santa Clarita Valleys in California. He brings his knowledge and experience to others by also teaching “Retirement Planning Today®” courses in Lancaster, CA. Jerry finds it very important that people understand the many nuances of building and retaining wealth as they begin to think about retirement, or are already in retirement.
Jerry is a Regional Vice President of Householder Group Estate & Retirement Specialists, LLC, a Registered Investment Advisory firm and is a Registered Representative with LPL Financial. LPL Financial is the largest independent broker dealer in the country (as reported by Financial Planning magazine, June 1996-2015, based on total revenue), while Householder Group is an independent, full-service, financial consulting firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. Jerry is also a member of Ed Slott’s Elite IRA Advisor Group.
Working with independent firms confirms Jerry’s commitment to recommending only those products and services that can be tailored to suit his clients’ unique needs. Jerry has the best interest of his clients at heart and this independence provides Jerry the opportunity to help his clients pursue the retirement of their dreams.
We don’t represent a group of investment products, we represent you.
Toll Free: 800-655-3258
963 West Avenue J
Lancaster, CA 93534
CA Insurance License #0612097