Blake BerteaBlake BerteaExecutive DirectorWealth Partner
About Blake
Blake Bertea is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. He brings over 25 years of experience delivering comprehensive investment advisory to serve a diverse array of family offices, registered investment advisors and ultra-high-net-worth individuals.
Blake takes an institutional-quality approach that integrates asset diversification, alternative investment strategies, capital markets and trust and estate impacts to help create tailored wealth management plans that encompass the entirety of a client's wealth. He draws on his significant knowledge of corporate executive services to extend his capabilities and facilitate corporate cash management, hedge against concentrated positions and navigate the sale of restricted stock.
Having grown up in a family office business, Blake has a first-hand appreciation for the need to utilize suitable resources and investment platforms to help address end-to-end financial objectives. He provides his clients with the high-touch consultative guidance of a boutique organization coupled with J.P. Morgan's worldclass selection of top managers to impart sophisticated insights and strategies.
Blake attended Culver Military Academy (Culver Academies) and the University of Colorado at Boulder. He launched his career as an intern at Kidder, Peabody & Co. Following this, he joined Prudential Securities and later, moved to Hambrecht & Quist, a technology and internet focused investment boutique. From 2000-2002, Blake honed his skills and capabilities at J.P. Morgan, and then spent more than a decade at CIBC/Oppenheimer. He returned to J.P. Morgan in 2016 for the opportunity to offer clients the firm's breadth of products and services.
A native of Newport Beach, Blake and his wife have a son and daughter. He holds dual citizenship with Switzerland and shares this heritage with his children via travel and other experiences. Through his family's foundation, Blake supports a variety of charitable endeavors focused on veterans' causes and philanthropic investment.
Insights
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
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How to prepare to enroll in Medicare
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How policy, politics and profits are shaping market momentum
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Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
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How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now