JR
Jonathan D. Robinson
BLUEPRINT INVESTMENT PARTNERS LLC
GREENSBORO, NC 27405
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CRD#: 4675026
JR
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.
Name and Address: Blueprint Fund Management LLC; investment-related; 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405.
Nature of Business: Affiliated SEC-registered investment adviser that manages assets and operation of the Blueprint Growth Fund.
Relationship: Title-Managing Member; Start Date-7/2/2019; Title-Investment Adviser Representative; Start Date 01/29/2020; Duties-Portfolio manager for Fund. Hours Devoted: 25-50 hours per month; 25-50 hours during securities trading hours.
Name and Address: Robinson-Langley Capital Management, LLC; investment-related; 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405.
Nature of Business: An investment company with private funds and investment models.
Relationship: Title-Managing Partner; Start Date-12/01/2006; Duties- managing day-to-day operations. Hours Devoted: 120 hours per month; 120 hours during securities trading hours.
Name and Address: Blueprint Investment Partners LLC; investment-related; 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405.
Nature of Business: SEC-registered investment adviser.
Relationship: Title-Owner; Start Date- 12/01/2013; Title-Investment Adviser Representative; Start Date 01/8/2020; Duties- managing day-to-day operations and strategic direction. Hours Devoted: 160 hours per month; 160 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Robinson's 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®
NoneExperience
Current
January 8, 2020 - Present
BLUEPRINT INVESTMENT PARTNERS LLC
Office #1: 1175 Revolution Mill Dr. Suite 2, Greensboro, NC 27405RIA
CRD#: 170196
GREENSBORO, NC
Current
January 29, 2020 - Present
BLUEPRINT FUND MANAGEMENT
Office #1: 1175 Revolution Mill Dr Suite 2, Greensboro, NC 27405RIA
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
BD
CRD#: 7471
NEW YORK, NY
Past
September 2, 2003 - March 24, 2004
BEAR WAGNER SPECIALISTS LLC
BD
CRD#: 32691
NEW YORK, NY
Past
June 16, 2003 - August 8, 2003
BEAR WAGNER SPECIALISTS LLC
BD
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".
BI
BLUEPRINT INVESTMENT PARTNERS LLC
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)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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 25
Date: 2/10/2004
NYSE Trading Assistant ExaminationCurrent Firm
BI
BLUEPRINT INVESTMENT PARTNERS LLC
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)Upgrade to AdvisorCheck Premium
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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
11
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 1,227,734,071 |
Red Flags
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Company Information
BLUEPRINT INVESTMENT PARTNERS LLC
CRD#: 170196Greensboro, NC 27405TRUST BUT VERIFY
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