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