Jonathan David Robinson
Passive OwnerSpartan Planning & Wealth Management, LLCCRD 4675026
About Jonathan David Robinson
Jonathan David Robinson is listed as Passive Owner at Spartan Planning & Wealth Management, LLC in Greensboro, NC. Form ADV reports a beneficial ownership band of Under 5%. Jonathan David Robinson is associated with 7 registered advisers.
Reported ownership
Owns Under 5% of Spartan Planning & Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan David Robinson work?
Jonathan David Robinson is listed as Passive Owner at Spartan Planning & Wealth Management, LLC on SEC Form ADV.
How much of Spartan Planning & Wealth Management, LLC does Jonathan David Robinson own?
Form ADV reports a beneficial ownership band of Under 5%.
Spartan Planning & Wealth Management, LLC
| Title | Passive Owner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2017 |
Blueprint Financial Advisors LLC
| Title | Ceo/Co-Founder And Member |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2021 |
Blueprint Investment Partners LLC
| Title | Ceo And Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2014 |
Blueprint Fund Management LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |
Blueprint Financial Advisors LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |