Jonathan
Denton
Strategic Blueprint, LLC
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About this Advisor
Jonathan Denton is a financial advisor based in Raleigh, North Carolina who has 3 years of relevant experience. Denton currently works for Strategic Blueprint, LLC. Throughout their career, they have worked at The Strategic Financial Alliance. Inc, Cornerstone Wealth Management and Main Street Pharmacy. Denton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Strategic Blueprint, LLC is a registered investment firm headquartered in Atlanta, GA. The investment advisory business has offices in 25 locations and a total of 52 people on staff. It controls $2 billion in total assets across its 6,839 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 6,839 accounts, 20% belong to high-net-worth clients who have at least $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees usually depend on which services are provided. Fee types charged by Strategic Blueprint, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$1,647,105,154
52
6,839
$240,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonathan Denton Work History
Jonathan has been registered as a financial advisor for 3 years.*
The Strategic Financial Alliance. Inc
Cornerstone Wealth Management
Main Street Pharmacy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Denton 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 Strategic Blueprint, LLC
Staten Island, NY
Fairfax, VA
Greensboro, NC
Atlanta, GA
Rutherford, NJ
North Charleston, SC
Atlanta, GA
Clemson, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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