Blake ErwinBlake Erwin, CFP®, AIF®Senior AssociateWealth Planning Specialist
Awards and Industry Recognition
Forbes
About Blake
Blake Erwin is a Senior Associate and Wealth Planning Specialist at J.P. Morgan Wealth Management.
As a member of J.P. Morgan Wealth Partners, a select group of highly experienced advisors within J.P. Morgan Wealth Management, Blake works closely with ultra-high-net-worth individuals and families. He takes a holistic approach to wealth planning and commits to placing the best interests of clients first.
To enhance his financial planning knowledge, Blake earned the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Investment Fiduciary® designation. The CFP® certification is recognized as the standard of excellence for the financial planning profession and its principal concepts include investments, estate planning, insurance, taxation, and retirement. The AIF® designation assures that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty.
Additionally, Blake is working towards becoming a Chartered Financial Analyst® Charterholder and is currently a CFA® Level II candidate. The CFA® credential is the most respected and recognized investment designation in the world, as it demonstrates superior competency in advanced portfolio management, financial knowledge, and technical skills, underpinned by ethical conduct and the highest standards of practice.
Blake attended Florida Atlantic University and obtained a B.A. in Health Science, an M.B.A. with a concentration in Business Analytics, and a Graduate Certificate in Big Data Analytics. He holds the FINRA Series 7 and 66 securities licenses, as well as a Florida Life, Health, and Variable Annuity insurance license. Blake actively participates as a member of several organizations, including CFA Society South Florida, East Coast Estate Planning Council, Palm Beach County Estate Planning Council, and Financial Planning Association of South Florida.
Born and raised in South Florida, Blake enjoys all that the Sunshine State has to offer. He lives with his girlfriend, Katelyn, and they enjoy the outdoors, staying active, reading, watching sports, traveling, and spending time with friends and family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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