Jordan S. Wilson
BLUEPRINT WEALTH MANAGEMENT
Ellicott City, MD 21042
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CRD#: 6176787
Professional summary
Jordan Schmucher Wilson, CFP® is a registered financial advisor currently at BLUEPRINT WEALTH MANAGEMENT INC. located in Ellicott City, Maryland.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jordan has worked at 3 firms and has passed the Series 66, 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.
KALOS MANAGEMENT POSITION: REGISTERED REP NATURE: I AM REGISTERED REPRESENTITIVE UNDER KALOS MANAGEMENT. INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 04/01/2013 ADDRESS: 11525 PARK WOODS CIRCLE, ALPHARETTA GA 30005 DESCRIPTION: AS A REGISTERED REP I AM RESPONSIBLE FOR PROVOIDING FINANCIAL GUIDANCE FOR CLIENTS. STEPHEN M MOLESKY & ASSOCIATES POSITION: REGISTERED REP NATURE: SMMA IS A FINANCIAL SERVICE BUSINESS PROVIDING FINANCIAL PLANNING FOR CLIENTS WHO ARE IN RETIREMENT OR ALREADY IN RETIREMENT. THE SCOPE OF SERVICES INCLUDES ASSET MANAGEMENT, RETIREMENT PLANNING, SOCIAL SECURITY PLANNING, INSURANCE PROVIDER, AND TAX PLANNING. INVESTMENT RELATED: NO NUMBER OF HOURS: 1600 INVESTMENT RELATED HOURS: 16000 START DATE: 04/01/2013 ADDRESS: 5026 DORSEY HALL DRIVE #105, ELLICOTT CITY MD 21042 DESCRIPTION: I AM A REGISTERED REPRESENTITIVE RESPONSIBLE FOR ADVISING CLIENT ON FINANCIAL SITUATIONS. I ALSO HELP PREPARE RETIRMENT PLANS, ANAYLIZE RETIREMENT ACCOUNTS, COMPLETE SOCIAL SECUTIY ANALYSIS AND PROCESS APPLICATIONS. WILSON & SONS LLC POSITION: LP NATURE: Real Estate Investment held by Family LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 7024 Summerfield Drive, Frederick MD 21702 DESCRIPTION: none
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Schmucher Wilson'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®
CFP®
Start date: 2018
Experience
Current
May 11, 2023 - Present
BLUEPRINT WEALTH MANAGEMENT INC.
Office #1: 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042RIA
CRD#: 325099
Ellicott City, MD
Past
October 2, 2013 - July 20, 2023
KALOS MANAGEMENT
RIA
CRD#: 133025
ELLICOTT CITY, MD
Past
April 15, 2013 - September 30, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
ELLICOTT CITY, MD
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".
BW
BLUEPRINT WEALTH MANAGEMENT INC.
BLUEPRINT WEALTH MANAGEMENT INC.
CRD#: 325099 / SEC#: 801-127729
RIA
Registered Investment Advisory firm - (4/24/2023 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
Maryland(5/11/2023)
IAR
Texas(5/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BLUEPRINT WEALTH MANAGEMENT INC.
BLUEPRINT WEALTH MANAGEMENT INC.
CRD#: 325099 / SEC#: 801-127729
RIA
Registered Investment Advisory firm - (4/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5026 Dorsey Hall Drive #105, Ellicott City, MD 21042
Mailing Address
Phone number
(410) 992-4500
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 975 |
| AUM (Assets Under Management) | $ 160,000,000 |
Red Flags
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