JG
Jonathan E. Gruber
BLUEPRINT PARTNERS LLC
TRAVERSE CITY, MI 49684
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CRD#: 5180781
JG
Professional summary
Jonathan Erik Gruber is a registered financial advisor currently at BLUEPRINT PARTNERS LLC located in Traverse City, Michigan.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
1) Owner; Blueprint Legacy LLC; Investment Related: Yes; Location: Traverse, MI; Description of the business: This LLC receives compensation from fixed insurance products.; Responsibilities Duties: Assist clients in the underwriting process for life, disability, long term care fixed insurance products; Start date with business: 2021-04-30; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5 2) Owner; MaxJack LLC; Investment Related: No; Location: 8032 MAPLELEAF DR; Description of the business: This LLC owns our old home, which is a long term rental and the checking account that pays the expenses of the property.; Responsibilities Duties: Dealing with the tenant, coordinating maintenance of the property.; Start date with business: 2013-10-01; Hours devoted to business outside trading hours: 2
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Erik Gruber'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
April 30, 2021 - Present
BLUEPRINT PARTNERS LLC
Office #1: 10238 E Cherry Bend Rd, Traverse City, MI 49684RIA
CRD#: 312902
TRAVERSE CITY, MI
Past
October 21, 2010 - May 4, 2021
OSAIC FA, INC.
RIA
CRD#: 3978
TRAVERSE CITY, MI
Past
August 4, 2006 - May 4, 2021
OSAIC FA, INC.
BD
CRD#: 3978
TRAVERSE CITY, MI
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".
BP
BLUEPRINT PARTNERS LLC
BLUEPRINT PARTNERS LLC
CRD#: 312902 / SEC#: 801-120502
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)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
Michigan(4/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BP
BLUEPRINT PARTNERS LLC
BLUEPRINT PARTNERS LLC
CRD#: 312902 / SEC#: 801-120502
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10238 E Cherry Bend Rd, Traverse City, MI 49684
Mailing Address
Phone number
(231) 668-4147
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 875 |
| AUM (Assets Under Management) | $ 257,768,883 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUEPRINT PARTNERS LLC
CRD#: 312902Traverse City, MI 49684TRUST BUT VERIFY
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