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Jonathan Hammond Gardner

Investment adviser representative at Blueprint Financial Advisors
13 yearsExperience
3 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Blueprint Financial Advisors LLCMay 2026 to now
  2. Skye Wealth ManagementMay 2026 to now
  3. Diamond Wealth Management, LLCJul 2018 to May 2026
  4. RaytheonJun 2016 to Jun 2018
  5. University of ArizonaJan 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2018
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 3 states (AZ, ID, UT).

Blueprint Financial Advisors

Legal name: Blueprint Financial Advisors LLC

$1.4BAssets managed
2,330Clients
39Advisers
5 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
7036136
Firm CRD
315570
Advisor's SEC record (opens in a new tab)
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