Manishkumar K. Jain

BLUEPRISM WEALTH MANAGEMENT LLC

JOHNS CREEK, GA 30097

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CRD#: 7449515

Professional summary

Manishkumar Kantilal Jain, who also goes by Manish K Jain, Manish Jain, Manishkumar K Jain, Manishkumar Jain, is a registered financial advisor currently at BLUEPRISM WEALTH MANAGEMENT LLC located in Johns Creek, Georgia.

Manishkumar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Manishkumar has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Manish K Jain | Manish Jain | Manishkumar K Jain | Manishkumar Jain

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.

Licensed Insurance Agent since 2/2022; Johns Creek, GA; selling insurance products; 15 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manishkumar Kantilal Jain'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®

None

Experience

Current

May 14, 2025 - Present

BLUEPRISM WEALTH MANAGEMENT LLC

Office #1: 11340 Lakefield Drive Suite 200, Office 257, Johns Creek, GA 30097

RIA

CRD#: 336440

JOHNS CREEK, GA

Past

August 16, 2024 - April 11, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALPHARETTA, GA

Past

August 15, 2024 - April 11, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALPHARETTA, GA

Past

September 11, 2023 - July 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ALPHARETTA, GA

Past

August 14, 2023 - July 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ALPHARETTA, GA

Past

December 20, 2021 - July 5, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

ALPHARETTA, GA

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

Georgia
(5/14/2025)

IAR

Texas
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/7/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/14/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/20/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/1/2021

Securities Industry Essentials Examination

Current Firm

BLUEPRISM WEALTH MANAGEMENT LLC

CRD#: 336440 / SEC#:

Georgia

Registered Investment Advisory firm - (5/14/2025 Approved)

Texas

Registered Investment Advisory firm - (10/1/2025 Approved)

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Contact information

Main Address

11340 Lakefield Drive Suite 200, Office 257, Johns Creek, GA 30097

Mailing Address

Phone number

(470) 424-0303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 91,000

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.

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Advisor Monitoring

Firm Stability Insights

Manishkumar K. Jain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manishkumar Kantilal Jain's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2023

Series 63

Date: 1/3/2022

Series 7TO

Date: 8/14/2023

Series 6TO

Date: 12/20/2021

SIE

Date: 7/1/2021

Current Firm

BLUEPRISM WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRISM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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