Jonathan Blake
Jonathan Blake is a registered investment advisor at Franklin Templeton Private Portfolio Group, LLC, based in New York, NY, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 179,738 clients with $140B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Franklin Templeton Private Portfolio Group, LLC
Franklin Distributors, LLCBroker
Franklin Distributors, LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Clearbridge Advisors, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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