Unclaimed
Jonathan Bernard Blake is a registered representative with Fidelity Brokerage Services LLC. Jonathan has over 14 years of experience in the financial services industry. Before joining Fidelity Brokerage Services LLC, Jonathan worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc.. Jonathan is licensed to sell securities in 53 states and the District of Columbia. Jonathan holds the Series 7, Series 63, Series 66, and SIE licenses.
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.
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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2
FL
02/12/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
01/11/2017 - 01/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
TX
04/24/1998 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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