Unclaimed Profile

Jonathan Erik Gruber

BLUEPRINT PARTNERS LLC·TRAVERSE CITY, Michigan

SIE, Series 7, Series 63, Series 66Clean record15 years registeredBLUEPRINT 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 · 15 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT PARTNERS LLC

Apr 2021 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Oct 2010 – May 2021

TRAVERSE CITY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · October 21, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT PARTNERS LLC

CRD 312902 · SEC 801-120502

AUM

$195M

Regulatory assets under management

Employees

308 client accounts

Services offered by BLUEPRINT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUEPRINT PARTNERS LLC →

Introduction

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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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