Jonathan D. Robinson

BLUEPRINT INVESTMENT PARTNERS

GREENSBORO, NC 27405

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CRD#: 4675026

Professional summary

Jonathan David Robinson is a registered financial advisor currently at BLUEPRINT INVESTMENT PARTNERS LLC located in Greensboro, North Carolina and BLUEPRINT FUND MANAGEMENT located in Greensboro, North Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 5 firms and has passed the Series 65 and Series 25 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 David Robinson'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

January 8, 2020 - Present

BLUEPRINT INVESTMENT PARTNERS LLC

Office #1: 1175 Revolution Mill Dr. Suite 2, Greensboro, NC 27405

RIA

CRD#: 170196

GREENSBORO, NC

Current

January 29, 2020 - Present

BLUEPRINT FUND MANAGEMENT

Office #1: 1175 Revolution Mill Dr Suite 2, Greensboro, NC 27405

RIA

CRD#: 306419

GREENSBORO, NC

Past

February 28, 2012 - August 19, 2020

BLUEGRASS CAPITAL ADVISORS, LLC

RIA

CRD#: 147805

Greensboro, NC

Past

September 21, 2004 - September 21, 2004

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 2, 2003 - March 24, 2004

BEAR WAGNER SPECIALISTS LLC

CRD#: 32691

NEW YORK, NY

Past

June 16, 2003 - August 8, 2003

BEAR WAGNER SPECIALISTS LLC

CRD#: 32691

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".

BLUEPRINT INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/8/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/27/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 25

Date: 2/10/2004

NYSE Trading Assistant Examination

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

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Contact information

Main Address

1175 Revolution Mill Dr. Suite 2, Greensboro, NC 27405

Mailing Address

Phone number

(336) 609-7522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEPRINT INVESTMENT PARTNERS ADV PART 2A, MARCH 26, 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 1,227,734,071

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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Jonathan D. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT INVESTMENT PARTNERS LLC

BLUEPRINT FUND MANAGEMENT

BLUEGRASS CAPITAL ADVISORS, LLC

PRUDENTIAL EQUITY GROUP, LLC

BEAR WAGNER SPECIALISTS LLC

BEAR WAGNER SPECIALISTS LLC

Primary Firm SEC Registration

BLUEPRINT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2012

Series 25

Date: 2/10/2004

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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