Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Allison is a financial advisor with over four years of experience in the industry. Blake holds Series 3, 7TO, 57TO, and 63 licenses. Blake is registered to provide investment advisory services in Arizona and Texas. Blake is currently employed by J.P. Morgan Securities LLC. Blake is registered to provide investment advisory and broker dealer services in 53 states, with a total of 78 approved registrations. Blake has a strong background in financial planning and portfolio management. Blake has experience working with a variety of clients, including individuals, businesses, and institutions. Blake specializes in providing financial advice to high-net-worth individuals and families. Blake is committed to providing clients with personalized financial advice that meets their individual needs.
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
AZ
09/20/2023 - Present
J.p. Morgan Securities LLC (Phoenix AZ)
CA
07/22/2019 - 09/06/2023
GOLDMAN SACHS & CO. LLC (LOS ANGELES CA)
IA
Issued 09/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/2021
Series 57TO - Securities Trader Exam
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
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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