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JB

Johnny B. Berry

BLUEPRINT FINANCIAL ADVISORS
Greensboro, NC 27408
Some features on this profile are disabled
CRD#: 5896493
JB

Professional summary

Johnny Brandon Berry, who also goes by Brandon Berry, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Greensboro, North Carolina and MAPLEWOOD INVESTMENTS, INC. located in Greensboro, North Carolina.

Johnny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Johnny has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon Berry

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.
American Benefits-Not Investment Related-5709 W Friendly Ave, Greensboro, NC 27410-Agent on record-Start Date 8/1/2025-1 hour per week, 0 during trading hours-Medicare Supplements-Duties include bookkeeping and agent on record.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnny Brandon Berry'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

October 14, 2025 - Present

BLUEPRINT FINANCIAL ADVISORS

Office #1: 1301 W Wendover #c, Greensboro, NC 27408
RIA
CRD#: 315570
Greensboro, NC
Current

October 24, 2025 - Present

MAPLEWOOD INVESTMENTS, INC.

Office #1: 1301 W Wendover #c, Greensboro, NC 27408
BD
CRD#: 103723
Greensboro, NC
Past

October 28, 2011 - October 30, 2020

CREDIT UNION INVESTMENT SERVICES

RIA
CRD#: 144871
Greensboro, NC
Past

April 22, 2011 - October 30, 2020

SECU BROKERAGE SERVICES

BD
CRD#: 19899
GREENSBORO, NC

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".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 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
North Carolina
(10/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/10/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/24/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/21/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
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Contact information

Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts1,298
AUM (Assets Under Management)$ 201,503,941

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.

Company Information

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570Greensboro, NC 27408

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