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Jonathan Robinson

14 Years of Experience

Jonathan Robinson is a registered investment advisor at Blueprint Fund Management, based in Greensboro, NC, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$340.5M
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Location

1175 Revolution Mill Dr., Suite 2, Greensboro, NC, 27405

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan is a managing member and investment adviser representative for Blueprint Fund Management LLC, dedicating about a quarter of his time. He is also a managing partner at Robinson-Langley Capital Management, LLC (nearly full-time) and owner and investment adviser representative at Blueprint Investment Partners LLC (full-time).

Employment History
Current Registrations
Blueprint Fund Management
January 2020 - Present · 6 yrs 3 mos
Blueprint Investment Partners LLC
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Bluegrass Capital Advisors, LLC
February 2012 - August 2020 · 8 yrs 6 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.