Blake ErwinBlake Erwin, CFP®, AIF ®Investment Associate
About Blake
Blake Erwin is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary® Designee, and an Investment Associate 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 financial planning and commits to placing the best interests of clients first.
Due to his interest in S.T.E.M. fields of study, 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 is a member of the FAU Alumni Association and a Brother of Delta Sigma Pi.
Locally, Blake actively participates as a member of several professional organizations, including the East Coast Estate Planning Council, Palm Beach County Estate Planning Council, and Financial Planning Association of South Florida.
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, risk management, taxation, retirement, insurance, and estate planning. 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 determinedly pursuing becoming a Chartered Financial Analyst® (CFA®) 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 expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice.
Blake holds the FINRA Series 7 and 66 securities licenses, as well as a Florida Life, Health, and Variable Annuity insurance license.
As a native South Floridian, Blake enjoys all that the Sunshine State has to offer. He lives with his girlfriend, Katelyn, and enjoys being outdoors, playing chess, watching sports, lifting weights, and spending time with friends and family.
CERTIFIED FINANCIAL PLANNER™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
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