Jordan Schmucher Wilson
Investment adviser representative at Blueprint Wealth Management Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$190MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Blueprint Wealth Management Inc.May 2023 to now
- Blueprint Wealth Managemnet INc.May 2023 to now
- Kalos CapitalMar 2013 to now
- Steven M. Molesky and AssociatesMar 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Blueprint Wealth Management Inc.
$190MAssets managed
320Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6176787
- Firm CRD
- 325099