Unclaimed Profile

Jacob Nmn Walthour

BLUEPRINT CAPITAL ADVISORS LLC·NEWARK, New Jersey

Series 7, Series 24, Series 31, Series 63, Series 66, Series 79TOClean record20 years registeredBLUEPRINT CAPITAL ADVISORS LLC

45 ACADEMY STREET, NEWARK, NJ 07102CRD# 2587004Firm CRD# 282327

Profile Verification

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

Identity

Jacob Nmn Walthour · NEWARK, NJ

Registration

CRD #2587004 · BLUEPRINT CAPITAL ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEPRINT CAPITAL ADVISORS LLC

QUELLOS CAPITAL MANAGEMENT LP

Feb 2006 – Nov 2006

NEW YORK, NY

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

Feb 2006 – Nov 2006

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Series 66

Series 79TO

Registration record

First registered · February 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT CAPITAL ADVISORS LLC

CRD 282327 · SEC 801-111679

AUM

$1.6B

Regulatory assets under management

Employees

9 client accounts

Services offered by BLUEPRINT CAPITAL ADVISORS LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BLUEPRINT CAPITAL ADVISORS LLC →

Introduction

Speak with Jacob

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

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

Looking for a financial advisor in NEWARK?

Browse all registered financial advisors in NEWARK, New Jersey or claim this profile if it's yours.

Browse NEWARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacob Nmn Walthour offer?

Jacob Nmn Walthour specializes in Retirement Planning, Wealth Management.

What are Jacob Nmn Walthour's credentials?

Jacob Nmn Walthour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Nmn Walthour located?

Jacob Nmn Walthour is based in NEWARK, New Jersey, last registered with BLUEPRINT CAPITAL ADVISORS LLC.

How does Jacob Nmn Walthour charge for services?

Jacob Nmn Walthour's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: investment advisory fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT CAPITAL ADVISORS LLC?

BLUEPRINT CAPITAL ADVISORS LLC has approximately 8 employees and manages $1.6B 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 →