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Blake Neal Horner

J.p. Morgan Securities LLC

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About Blake Neal Horner

Blake Horner is a financial advisor at J.P. Morgan Securities LLC. Blake has been in the financial industry since 2009 and has a strong background in providing investment advice to individuals and businesses. Blake is also a registered Investment Advisor Representative, which means Blake is licensed to provide investment advice in multiple states. Blake has earned Series 6, 7, 63 and 66 licenses. Blake specializes in helping clients build a portfolio of financial products that meet their needs. In addition to investment advice, Blake also offers financial planning services. Blake is committed to providing clients with the highest quality of service and expertise.

Firm Information

Blake Horner is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

2370 Broad Ripple Ave

INDIANAPOLIS, IN 46220

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Blake Horner’s Registration & Firm History

IN

06/14/2023 - Present

J.p. Morgan Securities LLC (INDIANAPOLIS IN)

IN

02/08/2023 - 06/05/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)

IN

01/30/2015 - 11/26/2022

J.P. MORGAN SECURITIES LLC (NOBLESVILLE IN)

KS

09/26/2011 - 01/23/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

IN

12/15/2009 - 09/22/2011

CHASE INVESTMENT SERVICES CORP. (MUNCIE IN)

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Licenses & Designations

BOTH

Issued 3/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Blake Neal Horner.
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