TB
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Tyler Blake

10 Years of Experience
Pittsburgh, PA
Broker

Tyler Blake is a registered investment advisor at J.P. Morgan Securities LLC, based in Pittsburgh, PA, with 10 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

603 Clairton Blvd, Pittsburgh, PA, 15236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler is the assistant soccer coach for the High School boys soccer team at Moon Area School District since 2017. This activity requires minimal time and is unrelated to his role at JPMC.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
June 2021 - Present · 5 yrs 1 mo
J.P. Morgan Securities LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Citizens Securities, INC.Broker
March 2019 - June 2021 · 2 yrs 3 mos
Citizens Investment Services
March 2019 - June 2021 · 2 yrs 3 mos
Prudential Financial Planning Services
August 2018 - March 2019 · 7 mos
Pruco Securities, LLC.Broker
December 2015 - March 2019 · 3 yrs 3 mos
Pruco Securities, LLC.Broker
July 2015 - October 2015 · 3 mos
State Registrations23 states
AZCACODEFLGAILMAMDMIMNNCNJNYOHOKPATXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.