JD
Jonathan M. Denton
STRATEGIC BLUEPRINT
Raleigh, NC 27615
Some features on this profile are disabled
CRD#: 6399096
JD
Professional summary
Jonathan Michael Denton is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Raleigh, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Raleigh, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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- Cornerstone Wealth Management - Investment Related - 2301 Stonehenge Dr. Suite 210 Raleigh, NC 27615 - DBA for financial services - Employee - Start Date: 09/2014 - Approximately 160 hours/month, 160 hours during securities trading (includes activities as RR of broker dealer and IAR of investment adviser) - Advisor, client service. -2- Strategic Blueprint, LLC - Investment Related - 2301 Stonehenge Dr. Suite 210 Raleigh, NC 27615 - Registered Investment Adviser - Investment Adviser Representative - Start Date: 11/2020 - Approximately 160 hours/month, during securities trading - Advisory services provided to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Denton'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
October 28, 2020 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
CRD#: 284840
Raleigh, NC
Current
August 3, 2020 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
BD
CRD#: 126514
Raleigh, 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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(5/18/2021)
RR
Maryland(5/18/2021)
RR
Massachusetts(5/18/2021)
IAR
Nebraska(11/20/2024)
IAR
North Carolina(10/28/2020)
RR
North Carolina(10/29/2020)
RR
South Carolina(1/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
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
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Raleigh, NC 27615TRUST BUT VERIFY
Monitor Jonathan Denton
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
