Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Thomason is a financial advisor with J.p. Morgan Securities LLC. Blake has been in the financial services industry since February 4, 2020. Blake has a Series 66, Series 63, Series 6TO, Series 7TO and SIE. Blake is registered in Texas and Washington as an investment advisor representative. Blake is also registered in Texas and Washington as a broker-dealer representative. Blake has previously worked at CHARLES SCHWAB & CO., INC., WELLS FARGO CLEARING SERVICES, LLC, E*TRADE SECURITIES LLC, FIRST COMMAND BROKERAGE SERVICES, INC., and FIDELITY BROKERAGE SERVICES LLC.
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
WA
08/21/2023 - Present
J.p. Morgan Securities LLC (RICHLAND WA)
WA
05/18/2023 - 06/13/2023
CHARLES SCHWAB & CO., INC. (Kennewick WA)
UT
09/20/2021 - 01/31/2023
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
02/24/2021 - 08/12/2021
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/20/2020 - 02/25/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (LAYTON UT)
UT
05/31/2019 - 06/02/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials 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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