Unclaimed Profile

Jonathan Erik Gruber

BLUEPRINT PARTNERS LLC·TRAVERSE CITY, Michigan

Clean recordBLUEPRINT PARTNERS LLC

10238 E CHERRY BEND RD, TRAVERSE CITY, MI 49684CRD# 5180781Firm CRD# 312902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Erik Gruber · TRAVERSE CITY, MI

Registration

CRD #5180781 · BLUEPRINT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Erik Gruber is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with BLUEPRINT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BLUEPRINT PARTNERS LLC

AUM

$195M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUEPRINT PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5180781

Firm CRD# 312902

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Erik Gruber offer?

Jonathan Erik Gruber specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Jonathan Erik Gruber's credentials?

Jonathan Erik Gruber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Erik Gruber located?

Jonathan Erik Gruber is based in TRAVERSE CITY, Michigan, working with BLUEPRINT PARTNERS LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Jonathan Erik Gruber charge for services?

Jonathan Erik Gruber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT PARTNERS LLC?

BLUEPRINT PARTNERS LLC has approximately 6 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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