TrueAdvisor
TrueAdvisor
JW
CFP
JW
CFP

Jordan Wilson

Blueprint Wealth Management INC.
13 Years of Experience
Ellicott City, MD
View SEC Summary
View SEC Summary

Jordan Wilson is a CFP-designated registered investment advisor at Blueprint Wealth Management INC., based in Ellicott City, MD, with 13 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, High Net Worth, and 4 more. Their firm serves 320 clients with $190M in assets under management.

Blueprint Wealth Management INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
320 clients
Average Client Portfolio
$594K average
Assets Under Management
$190.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee is generally 1% of assets under management, billed monthly in arrears. Fees are negotiable and can vary based on account size, asset complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5026 Dorsey Hall Drive #105, Ellicott City, MD, 21042

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History

Regulatory History
Clean regulatory record

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.

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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.
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Kalos Management
October 2013 - July 2023 · 9 yrs 9 mos
Kalos Capital, INC.Broker
April 2013 - September 2022 · 9 yrs 5 mos
State Registrations2 states
MDTX
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.
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