Jonathan E. Blake

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP

NEW YORK, NY 10010

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CRD#: 4840019

Professional summary

Jonathan Edwin Blake, who also goes by Jonathan Blake, is a registered financial advisor currently at FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC located in New York, New York and FRANKLIN DISTRIBUTORS, LLC located in New York, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Blake

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edwin Blake's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2009 - Present

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

Office #1: One Madison Avenue 18th Floor, New York, NY 10010

RIA

CRD#: 142219

NEW YORK, NY

Current

December 1, 2005 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: One Madison Avenue, New York, NY 10010

CRD#: 109064

NEW YORK, NY

Past

April 1, 2008 - April 8, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

April 1, 2008 - April 8, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 15, 2005 - May 5, 2009

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

October 25, 2005 - December 16, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STAMFORD, CT

Past

December 6, 2004 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | LEGG MASON PRIVATE PORTFOLIO GROUP, LLC

CRD#: 142219 / SEC#: 801-67411

RIA

Registered Investment Advisory firm - (1/19/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(12/1/2005)

IAR

Connecticut
(5/5/2009)

New York
(12/1/2005)

IAR

New York
(4/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/21/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | LEGG MASON PRIVATE PORTFOLIO GROUP, LLC

CRD#: 142219 / SEC#: 801-67411

RIA

Registered Investment Advisory firm - (1/19/2007 Approved)

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Contact information

Main Address

One Madison Avenue 18th Floor, New York, NY 10010

Mailing Address

Phone number

(212) 805-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FTPPG BROCHURE DATED DECEMBER 5, 2025 (12/5/2025)

Regulatory assets under management

Total Number of Accounts	179,726
AUM (Assets Under Management)	$ 139,884,765,424

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan E. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edwin Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CLEARBRIDGE INVESTMENTS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2004

FINRA

Current Firm

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

TRUST BUT VERIFY

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