Jordan Wilson has been President and Chief Compliance Officer of Blueprint Wealth Management since February 2023, is a control person of the firm and directly owns 75% or more of it.
Blueprint Wealth Management Inc. is an Ellicott City, MD firm with $190M under management, 320 clients and 1 adviser in one office, as of its March 2026 filing.
Jordan Wilson is President & CEO of Blueprint Wealth Management, Inc. He earned a degree in civil engineering, worked at Bechtel Corporation and later became a comprehensive financial planner.
Jordan Wilson’s longest registration was 9 years at Kalos Management (2013–2023). Before joining Blueprint Wealth Management in 2023, Jordan Wilson was registered through Kalos Management.
- – present · 3 yearsEllicott City, MD · Adviser representative · Firm CRD 325099
- Kalos Management– · 9 yearsEllicott City, MD · Adviser representative · Firm CRD 133025
Professional designations
Listed by Blueprint Wealth Management
- CFP®
Investment adviser representative registrations
Jordan Wilson is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- MarylandSince 11 May 2023
- TexasSince 11 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 May 2013 |
| Series 7 | General Securities Representative Examination | 11 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Schmucher Wilson
- CRD
- 6176787
- Firm
- Blueprint Wealth Management · CRD 325099
- Role
- President and Chief Compliance Officer
- Office
- 5026 DORSEY HALL DRIVE #105, Ellicott City, MD 21042
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blueprint-wm.com
Where does Jordan Wilson work?
Jordan Wilson has been President and Chief Compliance Officer of Blueprint Wealth Management Inc. since February 2023, and is a control person of the firm.
Is Jordan Wilson a financial advisor?
Yes. Jordan Wilson has a current investment-adviser registration in Maryland and Texas, through Blueprint Wealth Management since May 2023.
How many years of experience does Jordan Wilson have?
Jordan Wilson has 13 years in the financial industry, since April 2013, across 2 adviser firms.
What exams has Jordan Wilson passed?
Jordan Wilson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Jordan Wilson with the SIE, which began in October 2018.
Where is Jordan Wilson based?
Jordan Wilson’s registered office is in Ellicott City, MD.
Is Jordan Wilson registered with FINRA?
No. Jordan Wilson has no current broker registration.
Is Jordan Wilson a CFP?
Blueprint Wealth Management lists Jordan Wilson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jordan Wilson’s record?
Search CRD 6176787 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Wilson’s full registration record.