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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Victor Blake is an active investment advisor representative with Allspring Funds Management, LLC, in Charlotte, NC. He is registered with FINRA and has a Series 7, Series 52, Series 63, and Series 65 licenses. Jonathan Victor Blake has been working in the financial services industry since 2000. Before joining Allspring Funds Management, LLC, he was employed by WELLS FARGO INVESTMENTS, LLC and H&R BLOCK FINANCIAL ADVISORS, INC. He is specialized in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Portfolio Management for Businesses. Jonathan Victor Blake provides investment advice to individuals, investment companies, corporations, trusts, and other entities.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
12/27/2016 - Present
Allspring Funds Management, LLC (CHARLOTTE NC)
CA
04/05/2002 - 03/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MI
03/16/2000 - 12/07/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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