John
Wells
Strategic Blueprint, LLC
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About this Advisor
John Wells is a certified financial planner based out of North Charleston, South Carolina with 2 years of relevant experience. Wells is on the advisory team at Strategic Blueprint, LLC. Over the course of their career, Wells has held roles at The Strategic Financial Alliance, Inc, Strategic Blueprint, LLC, New England Securities, Cambridge Investment Research Inc and Cambridge Investment Research Advisors Inc. Wells holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in South Carolina. Strategic Blueprint, LLC is an advisory company that has its headquarters in Atlanta, GA. The company has offices in 25 locations and a total of 52 people on staff. It administers $2 billion in assets under management among its 6,839 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 6,839 client accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a wide assortment 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. Financial management fees typically are based on the type of financial services. However, fee types billed by Strategic Blueprint, LLC most likely are comprised 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
John Wells Work History
John has been registered as a financial advisor for 2 years.*
The Strategic Financial Alliance, Inc
Strategic Blueprint, LLC
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
New England Securities
*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 John Wells 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
Atlanta, GA
Greensboro, NC
Fairfax, VA
Clemson, SC
North Charleston, SC
Rutherford, NJ
Perrysburg, OH
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.