Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Denton is a financial advisor with Strategic Blueprint, LLC. Jonathan has been working in the financial industry since 2014. Jonathan is a registered investment advisor representative in North Carolina and also holds Series 7TO, Series 66, and SIE licenses. Jonathan's areas of specialization include investment advisory services, financial planning, portfolio management, and family office services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
NC
10/28/2020 - Present
Strategic Blueprint, LLC (Raleigh NC)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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