Adam Blake

Financial Advisor at Lakeshore Financial Group

Adam Blake is an experienced financial professional currently serving as a Financial Advisor at Lakeshore Financial Group since July 2023, where securities and investment advisory services are offered through Equity Services, Inc. Previously, Adam achieved significant success at JPMorgan Chase & Co. as a Private Client Banker, ranking in the top 1% of producers and managing over $300 million in assets. Additionally, experience includes a role as a Financial Advisor at Merrill Lynch, where Adam was a partner in a Wealth Management Advisory Team with over $350 million in assets under management, as well as earlier positions in mortgage lending with Perl Mortgage, Guaranteed Rate, Inc., and Lake Shore Funding Inc. Adam holds a Bachelor's Degree from Indiana University Bloomington, earned in 2003, and a high school diploma from Evansville Memorial High School.

Links

Previous companies

Guaranteed Rate logo

Org chart

This person is not in the org chart



Offices

This person is not in any offices