LPL Financial
47yrs
Top advisor by experience in San Diego
7yrs
Breda Blake
Financial advisor at J.P. Morgan Securities
Breda Blake has worked in the financial industry for 7 years and is a fiduciary financial advisor based in San Diego, California. Breda joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office12860 EL Camino Real Floor 02, San Diego, CA 92130
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Breda
Local office(858) 812-6131Ask for Breda. (800) 999-2000Main office · New York, NY 12860 EL Camino Real Floor 02San Diego, CA 92130Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Breda
Tailored to Breda’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Breda
How do I contact Breda?
Call Breda’s local office at (858) 812-6131 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Breda Blake.
How long has Breda been a financial advisor?
Breda has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Breda hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Breda a fiduciary?
Breda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Breda paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Breda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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