HF BlalockHF BlalockInvestment Associate
"I provide streamlined support for my team, which manages relationships and provides investment services to high-net-worth clients and small foundations."
About HF
H.F. Blalock is an Investment Associate with J.P. Morgan Wealth Management.
As a member of the David Greene group, he provides customer service and administrative support for high-net-worth individuals and their families. H.F.'s responsibilities include distributing research, executing trades, transferring funds and maintaining client relationships. He serves as a dedicated resource for all client concerns.
H.F. graduated from Samford University with a B.S. in Management. With 24 years of experience in financial services, he began his career in 1998 at PaineWebber and held both Financial Advisor and Investment Associate roles there. He joined J.P. Morgan in 2005 and joined David Greene's group in 2022 where he is an important member of the team.
He holds FINRA Series 7, 63 and 65 securities licenses.
H.F. lives in Atlanta and enjoys playing golf and spending time on the water at his family's lake house.
Insights
Outlook
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Outlook
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November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWealth Planning
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowCybersecurity
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWealth Planning
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOutlook
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowWealth Planning
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowInvesting
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
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