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Jonathan Bernard Blake

Fidelity Brokerage Services LLC

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About Jonathan Bernard Blake

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.

Firm Information

Jonathan Blake is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Jonathan Blake’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan Bernard Blake.
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