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Donte' Jordan Blanchard

Investment adviser representative at Choreo, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Choreo, LLCJun 2023 to now
  2. 1-800-hansonsFeb 2022 to Jun 2023
  3. Edward JonesMay 2019 to Feb 2022
  4. One Main FinancialMay 2018 to May 2019
  5. Wal-martJun 2016 to May 2018
  6. South Dakota National GuardAug 2014 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (IA).

Choreo, LLC

$19.1BAssets managed
6,891Clients
149Advisers
14 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
7113755
Firm CRD
111221
Advisor's SEC record (opens in a new tab)
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