Jennifer Stacey has been Chief Compliance Officer of Blueprint Wealth Management since August 2026, is not listed as a control person, but directly owns under 5% of the firm.
Blueprint Wealth Management, LLC is a The Villages, FL firm with $146M under management, 1,282 clients and 5 advisers across 4 offices, as of its August 2026 filing.
Jennifer Stacey’s longest registration was 8 years at Concorde Asset Management, LLC (2017–2026).
- Bogart Wealth, LLCAlso current– present · under a yearMcLean, VA · Adviser representative · Firm CRD 283886
- Concorde Asset Management, LLC– · 8 yearsAnn Arbor, MI · Adviser representative · Firm CRD 140367
Investment adviser representative registrations
Jennifer Stacey is registered as an investment adviser representative in Texas, as a resident of Texas, since October 2026.
- TexasResidentSince 20 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 November 2017 |
| Series 66 | Uniform Combined State Law Examination | 20 July 2017 |
| Series 7 | General Securities Representative Examination | 7 April 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jennifer Leigh Stacey
- CRD
- 2536581
- Firm
- Blueprint Wealth Management · CRD 169997
- Role
- Chief Compliance Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jennifer Stacey work?
Jennifer Stacey has been Chief Compliance Officer of Blueprint Wealth Management, LLC since August 2026.
Is Jennifer Stacey a financial advisor?
Yes. Jennifer Stacey has a current investment-adviser registration in Texas.
How many years of experience does Jennifer Stacey have?
Jennifer Stacey has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Jennifer Stacey passed?
Jennifer Stacey has passed 4 licensing exams: the Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 63, was passed in September 1995. FINRA credited Jennifer Stacey with the SIE, which began in October 2018.
Where was Jennifer Stacey previously registered as an investment adviser?
Jennifer Stacey has past investment-adviser registrations through Concorde Asset Management, LLC, July 2017 to April 2026, across 2 firms.
Is Jennifer Stacey registered with FINRA?
Yes. Jennifer Stacey has a current broker registration, under CRD 2536581.
Source: FINRA BrokerCheck
How can I verify Jennifer Stacey’s record?
Search CRD 2536581 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jennifer Stacey’s full registration record.