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
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Retirement
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Wealth Planning
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January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowWealth Planning
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowWealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowWealth Planning
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January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowFamily Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowInvesting
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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