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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JONATHAN EDWIN BLAKE

Advisor at FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

NEW YORK, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 21, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 21, 2005
First registration: Oct 25, 2005
Dual registered: yes, broker-dealer
Other names: JONATHAN BLAKE
IAPD individual key: 4840019

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC	Independent wealth	May 5, 2009	n/a	yes	NEW YORK, NY	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 1, 2008	Apr 8, 2008	no	NEW YORK, NY	Previous registration
CLEARBRIDGE INVESTMENTS, LLC	Mixed wealth	Dec 15, 2005	May 5, 2009	no	NEW YORK, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 25, 2005	Dec 16, 2005	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLEARBRIDGE INVESTMENTS, LLC	CITIGROUP GLOBAL MARKETS INC.	May 5, 2009	Apr 1, 2008	-399	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC	Apr 8, 2008	May 5, 2009	392	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	CLEARBRIDGE INVESTMENTS, LLC	Dec 16, 2005	Dec 15, 2005	-1	Bulk transfer	Other

Relationships

Registered with (3)

→ FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLCRegistered adviserregistration: current employment
May 5, 2009 to presentfactForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 15, 2005 to May 5, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 1, 2008 to Apr 8, 2008factForm ADV

Dated events

No dated event names this entity yet.