Jordan
Wilson
Blueprint Wealth Management Inc
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About this Advisor
Jordan Wilson is a financial advisor based in Ellicott City, Maryland, working with Blueprint Wealth Management Inc. Jordan has previously held positions at Kalos Capital, Steven M. Molesky And Associates, and Blueprint Wealth Management Inc. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Jordan is part of Blueprint Wealth Management Inc, which operates out of Ellicott City, Maryland. The firm has 6 employees and manages assets totaling $145.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Blueprint Wealth Management Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blueprint Wealth Management Inc Brokerage Details
$145,000,000
6
925
$156,757
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Wilson Work History
Blueprint Wealth Managemnet Inc
Kalos Capital
Steven M. Molesky And Associates
Disclosures
Please visit the SEC profile of Jordan Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blueprint Wealth Management Inc
Ellicott City, MD
Ellicott City, MD
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