James Carlyle Blakely
Investment adviser representative at Blakely Walters Wealth Management
24 yearsExperience
2 statesRegistered in
$173.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- LPL Financial LLCJul 2025 to now
- Blakely Walters Tax Services LLCOct 2014 to now
- Blakely Walters Insurance, LLCApr 2014 to now
- Blakely Walters Wealth ManagementJul 2009 to now
- Neighborhood LoansJan 2021 to Jul 2025
- Planning Grounds Lab 1 LLCApr 2018 to Jul 2025
- Planning Grounds Lab L.L.C.Jan 2018 to Jul 2025
- Planning Grounds Consulting LLCSep 2011 to Jul 2025
- Planning Grounds L.L.C.Sep 2011 to Jul 2025
- Next Financial Group, Inc.Jan 2009 to Jul 2025
- Jim BlakelyJul 2002 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Blakely Walters Wealth Management
Legal name: Blakely Walters Wealth Management LLC
$173.7MAssets managed
314Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4629489
- Firm CRD
- 324410