James Blakely has been Managing Partner of Blakely Walters Wealth Management since July 2009, is a control person of the firm and directly owns between 50% and 75% of it. James Blakely studied W.P. Carey School of Business at Arizona State University.
Blakely Walters Wealth Management LLC is a Scottsdale, AZ firm with $174M under management, 314 clients and 5 advisers in one office, as of its April 2026 filing.
Jim Blakely is Co-Founder of Blakely Walters Wealth Management. He co-founded the firm with Sloan Walters in 2009, after six years of experience as a financial advisor at a national firm. Blakely has also led and taught classes pro bono, including at Arizona State University's Barrett Honors College.
James Blakely’s longest registration was 12 years at Next Financial Group, Inc. (2013–2025). Before joining Blakely Walters Wealth Management in 2023, James Blakely was registered through Next Financial Group, Inc.
- LPL Financial LLCAlso current– present · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 6413
- – present · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 324410
- Next Financial Group, Inc.– · 12 yearsScottsdale, AZ · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
James Blakely is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2023.
- ArizonaSince 26 June 2023
- TexasResidentSince 12 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 March 2013 |
| Series 7 | General Securities Representative Examination | 3 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Carlyle Blakely
- CRD
- 4629489
- Firm
- Blakely Walters Wealth Management · CRD 324410
- Role
- Managing Partner
- Office
- 3333 N HAYDEN ROAD, Scottsdale, AZ 85251
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- blakelywalters.com
Where does James Blakely work?
James Blakely has been Managing Partner of Blakely Walters Wealth Management LLC since July 2009, and is a control person of the firm.
Is James Blakely a financial advisor?
Yes. James Blakely has a current investment-adviser registration in Arizona and Texas, through Blakely Walters Wealth Management since June 2023.
How many years of experience does James Blakely have?
James Blakely has 23 years in the financial industry, since April 2003, across 3 adviser firms.
What exams has James Blakely passed?
James Blakely has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2003. FINRA credited James Blakely with the SIE, which began in October 2018.
Where is James Blakely based?
James Blakely’s registered office is in Scottsdale, AZ.
Is James Blakely registered with FINRA?
Yes. James Blakely has a current broker registration, under CRD 4629489.
Source: FINRA BrokerCheck
How can I verify James Blakely’s record?
Search CRD 4629489 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Blakely’s full registration record.
