Blake Fisher

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2021
  Fidelity Investments
  Westlake, TX
• 11/2014 → 04/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 06/2021 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 06/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Dallas, TX
• 05/2021 → 05/2021
  Unemployed
  The Colony, TX

Previous Registrations

• 2018-07-13 → 2021-05-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-05-16 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-02-06

Designations

• Certified Financial Planner

Other Names

• Blake Robert Fisher