Blake Oneal
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- North East Trading LLCJun 2026 to now
- J.P. Morgan Securities LLCMar 2025 to now
- JPMorgan Chase Bank, N.A.Mar 2025 to now
- Corebridge Financial /AIGDec 2019 to Mar 2025
- Valic Financial Advisors, Inc.Dec 2019 to Mar 2025
- Boston Local CompanyAug 2019 to Nov 2019
- Boston City PropertiesJul 2019 to Dec 2019
- UnemployedJun 2019 to Jun 2019
- AmazonAug 2017 to Aug 2017
- Connecticut CollegeSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NH).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6349521
- Firm CRD
- 79