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 reflects a commitment to rigorous standards in the financial planning profession, and its principal concepts include investments, estate planning, insurance, taxation and retirement. The AIF® designation indicates training in the foundational principles of fiduciary duty for those who manage or advise on investor assets.
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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May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
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April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now