AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Jordan Schmucher Wilson

BLUEPRINT WEALTH MANAGEMENT INC.·ELLICOTT CITY, Maryland
SIE, Series 7, Series 66CFPClean record12 years registeredBLUEPRINT WEALTH MANAGEMENT INC.
5026 DORSEY HALL DRIVE #105, ELLICOTT CITY, MD 21042CRD# 6176787Firm CRD# 325099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Schmucher Wilson · ELLICOTT CITY, MD
Registration
CRD #6176787 · BLUEPRINT WEALTH MANAGEMENT INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

BLUEPRINT WEALTH MANAGEMENT INC.
May 2023 – present
KALOS MANAGEMENT
Oct 2013 – Jul 2023
ELLICOTT CITY, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 2, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUEPRINT WEALTH MANAGEMENT INC.
CRD 325099 · SEC 801-127729
AUM
$145M
Regulatory assets under management
Employees
6
925 client accounts
Services offered by BLUEPRINT WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUEPRINT WEALTH MANAGEMENT INC. →
Introduction

Speak with Jordan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jordan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ELLICOTT CITY?

Browse all registered financial advisors in ELLICOTT CITY, Maryland or claim this profile if it's yours.

Browse ELLICOTT CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jordan Schmucher Wilson offer?
Jordan Schmucher Wilson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ELLICOTT CITY, Maryland for a consultation.
What are Jordan Schmucher Wilson's credentials?
Jordan Schmucher Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jordan Schmucher Wilson located?
Jordan Schmucher Wilson is based in ELLICOTT CITY, Maryland, working with BLUEPRINT WEALTH MANAGEMENT INC.. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.
How does Jordan Schmucher Wilson charge for services?
Jordan Schmucher Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT WEALTH MANAGEMENT INC.?
BLUEPRINT WEALTH MANAGEMENT INC. has approximately 6 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ELLICOTT CITY, Maryland

John Francis Santry
COURT PLACE ADVISORS LLC·ELLICOTT CITY, MD
Benjamin Henry Dorsey
COURT PLACE ADVISORS LLC·ELLICOTT CITY, MD
Joseph R Geld
HUBER, WEAKLAND & ASSOCIATES, INC.·ELLICOTT CITY, MD
CFPCFA
Philip E Huber
HUBER, WEAKLAND & ASSOCIATES, INC.·ELLICOTT CITY, MD
Robert James Wieder
COURT PLACE ADVISORS LLC·ELLICOTT CITY, MD
John Fischer Splain
HUSSMAN STRATEGIC ADVISORS INC·ELLICOTT CITY, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile