Jonathan Robinson, financial advisor Greensboro NC

Jonathan Robinson

CRD Number: 4675026
Current Firm: Blueprint Investment Partners LLC

Jonathan Robinson (CRD# 4675026) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Greensboro, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Blueprint Fund Management, LLC Greensboro, NC Jan 2020 - Current 4
Blueprint Investment Partners LLC Greensboro, NC Jan 2020 - Current 4
Blueprint Fund Management, LLC Greensboro, NC Jul 2019 - Current 4
Blueprint Investment Partners LLC Greensboro, NC Dec 2013 - Current 10
Bluegrass Capital Advisors, LLC Greensboro, NC Feb 2012 - Current 12
Robinson-langley Capital Management, LLC Greensboro, NC Mar 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Jonathan D. Robinson
Phone Number: 336-609-7522
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    849
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $56,629,649
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, IL, MN, NC, NJ, PA, SC

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