Jonathan Blake, financial advisor New York NY

Jonathan Blake

CRD Number: 4840019
Current Firm: Franklin Templeton Private Portfolio Group, LLC

Jonathan Blake (CRD# 4840019) is an Investment Advisor Representative working at Franklin Templeton Private Portfolio Group, LLC in New York, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Franklin Distributors, LLC New York, NY Dec 2005 - Current 18
Legg Mason Priviate Portfolio Group, LLC Baltimore, MD Dec 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Jonathan E. Blake
Phone Number: 212-805-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    105,366
    MILLIONS
  • Total Number of Accounts
    146,767
    ACCOUNTS
  • Average Account Value
    $717,916
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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