Jordan Wilson
Jordan Wilson is a CFP-designated registered investment advisor at Blueprint Wealth Management INC., based in Ellicott City, MD, with 12 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 300 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and other factors.
Fee Estimator
Location
5026 Dorsey Hall Drive #105, Ellicott City, MD, 21042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jordan is a registered representative for Kalos Management and Stephen M Molesky & Associates, providing financial guidance and retirement planning services. Jordan also holds a limited partnership in Wilson & Sons LLC, a family-owned real estate investment company, requiring minimal time.
Employment History
Current Registrations
Blueprint Wealth Management INC.
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
State Registrations2 states
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