John Blalock has been Chief Executive Officer and Investment Advisor Representative of Blalock Williams since February 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Blalock Williams, LLC is an Alexander City, AL firm with $243M under management, 272 clients and 2 advisers across 2 offices, as of its March 2026 filing.
John Blalock’s longest registration was 14 years at Ameritas Advisory Services (2006–2021). Before joining Blalock Williams in 2023, John Blalock was registered through The Ascent Group, LLC and Ameritas Advisory Services.
- Blalock Williams, LLCCurrent– present · 3 yearsHomewood, AL · Adviser representative · Firm CRD 325465
- The Ascent Group, LLC– · 1 yearHomewood, AL · Adviser representative · Firm CRD 314424
- Ameritas Advisory Services– · 14 yearsHomewood, AL · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
John Blalock is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2023; the most recent is Texas, in May 2023.
- AlabamaSince 9 March 2023
- TexasResidentSince 15 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 1 November 2006 |
| Series 7 | General Securities Representative Examination | 23 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 October 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Butler Blalock
- CRD
- 5038926
- Firm
- Blalock Williams · CRD 325465
- Role
- Chief Executive Officer and Investment Advisor Representative
- Office
- 2906 CRESCENT AVENUE, Homewood, AL 35209
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does John Blalock work?
John Blalock has been Chief Executive Officer and Investment Advisor Representative of Blalock Williams, LLC since February 2023, and is a control person of the firm.
Is John Blalock a financial advisor?
Yes. John Blalock has a current investment-adviser registration in Alabama and Texas, through Blalock Williams since March 2023.
How many years of experience does John Blalock have?
John Blalock has 21 years in the financial industry, since October 2005, across 3 adviser firms.
What exams has John Blalock passed?
John Blalock has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in October 2005. FINRA credited John Blalock with the SIE, which began in October 2018.
Where did John Blalock work before Blalock Williams?
Before Blalock Williams, John Blalock was registered through Ameritas Advisory Services, November 2006 to September 2021.
Where is John Blalock based?
John Blalock’s registered office is in Homewood, AL.
Is John Blalock registered with FINRA?
No. John Blalock has no current broker registration.
How can I verify John Blalock’s record?
Search CRD 5038926 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Blalock’s full registration record.