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Brandon Jake Blankenship

Investment adviser representative at Catalyst Wealth Management LLC
20 yearsExperience
1 stateRegistered in
$105MFirm assets
2 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 assets

Services the firm offers

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

  • Portfolio management

Experience

20 years in the industry.

  1. Catalyst Wealth Management LLCApr 2024 to now
  2. Innovation Partners LLCApr 2024 to now
  3. Gwn Securities, Inc.Mar 2023 to Apr 2024
  4. Texas A&m UniversityAug 2019 to May 2023
  5. Quitman Public SchoolAug 2018 to Aug 2019
  6. Heber Springs Public SchoolAug 2006 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

Catalyst Wealth Management LLC

$105MAssets managed
9,549Clients
25Advisers
2 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
7709725
Firm CRD
329586
Advisor's SEC record (opens in a new tab)
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