DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Blake X. Lenk

J.P. Morgan Securities LLCwirehouseLos Angeles, Ca dual registrantIAPD 6987805

Feed of 09/15/2026

Also filed as Blake Xavier Lenk

At current firm

1 y

since Jul 21, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since Jul 21, 2025 · Los Angeles, Ca
Cliftonlarsonallen Wealth Advisors, LLC BD affiliated
Jun 6, 2024 to Aug 8, 2024 · Minneapolis, Mn
Morgan Stanley wirehouse
Apr 13, 2022 to Mar 12, 2024 · Newport Beach, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 23, 2020 to Mar 29, 2022 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Cliftonlarsonallen Wealth Advisors, LLC to J.P. Morgan Securities LLC
left Aug 8, 2024, registered Jul 21, 2025 (347 days) · Affiliated broker-dealer or bank to wirehouse
Morgan Stanley to Cliftonlarsonallen Wealth Advisors, LLC
left Mar 12, 2024, registered Jun 6, 2024 (86 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Mar 29, 2022, registered Apr 13, 2022 (15 days) · Wirehouse to wirehouse

Signals

Blake X. Lenk left Cliftonlarsonallen Wealth Advisors, Llc for J.P. Morgan Securities Llc (registered 2025-07-21)
Aug 8, 2024 · Advisor changed firm · fact
Blake X. Lenk left Morgan Stanley for Cliftonlarsonallen Wealth Advisors, Llc (registered 2024-06-06)
Mar 12, 2024 · Advisor changed firm · fact
Blake X. Lenk left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-04-13)
Mar 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address