Unclaimed Profile

James Patrick Blake

ADP STRATEGIC PLAN SERVICES, LLC·ROSELAND, New Jersey

Clean recordADP STRATEGIC PLAN SERVICES, LLC

1 ADP BOULEVARD, ROSELAND, NJ 07068CRD# 3078844Firm CRD# 286555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Patrick Blake · ROSELAND, NJ

Registration

CRD #3078844 · ADP STRATEGIC PLAN SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Patrick Blake is a registered financial advisor based in ROSELAND, New Jersey, affiliated with ADP STRATEGIC PLAN SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ADP STRATEGIC PLAN SERVICES, LLC

AUM

$20.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADP STRATEGIC PLAN SERVICES, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3078844

Firm CRD# 286555

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Frequently Asked Questions

What services does James Patrick Blake offer?

James Patrick Blake is a registered financial advisor in ROSELAND, New Jersey. Contact their office for details on services offered.

What are James Patrick Blake's credentials?

James Patrick Blake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Blake located?

James Patrick Blake is based in ROSELAND, New Jersey, working with ADP STRATEGIC PLAN SERVICES, LLC. Their office serves clients in the ROSELAND metropolitan area and surrounding communities.

How does James Patrick Blake charge for services?

James Patrick Blake's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADP STRATEGIC PLAN SERVICES, LLC?

ADP STRATEGIC PLAN SERVICES, LLC has approximately 11 employees and manages $20.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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