Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Bertea is an investment advisor representative at J.P. Morgan Securities LLC. Blake is a registered representative in California and is licensed to provide financial advice. Blake is also registered as an investment advisor representative in California and is licensed to provide investment advisory services. Blake has been in the financial industry since 1993. Blake has previously worked at Oppenheimer & Co. Inc., CIBC World Markets Corp., J.P. Morgan Securities Inc., Hambrecht & Quist LLC, and Kidder, Peabody & Co. Incorporated. Blake's experience includes financial planning, portfolio management, and pension consulting. Blake is committed to providing personalized financial advice and working with clients to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/14/2016 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
CA
01/03/2003 - 10/20/2016
OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)
NY
03/11/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/01/2000 - 03/14/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
08/12/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
03/09/1994 - 08/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/24/1993 - 03/31/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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