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Jonathan David Robinson

MemberBlueprint Financial Advisors LLCCRD 4675026

About Jonathan David Robinson

Jonathan David Robinson is listed as 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 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

TitleMember
Ownership10-25%
Control personYes
Since2021
View Blueprint Financial Advisors LLC →

Spartan Planning & Wealth Management, LLC

TitlePassive Owner
OwnershipUnder 5%
Control personNo
Since2017
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Blueprint Investment Partners LLC

TitleCeo And Managing Member
Ownership25-50%
Control personYes
Since2014
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Miai, Inc.

TitleChairman Of The Board
Ownership25-50%
Control personYes
Since2024
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Blueprint Financial Advisors LLC

TitleMember
Ownership25-50%
Control personYes
Since2019
View Blueprint Financial Advisors LLC →

Blueprint Fund Management LLC

TitleMember
Ownership25-50%
Control personYes
Since2019
View Blueprint Fund Management LLC →

Miai, Inc.

TitleMember
Ownership25-50%
Control personNo
Since2024
View Miai, Inc. →