Jordan Schmucher Wilson

Current Employers

Employment History

• 03/2013 → Present
  Kalos Capital
  Alpharetta, GA
• 03/2013 → Present
  Steven M. Molesky And Associates
  Ellicott City, MD
• 05/2023 → Present
  Blueprint Wealth Managemnet Inc.
  Ellicott City, MD

Previous Registrations

• 2013-10-02 → 2023-07-20
  Kalos Management
  Ellicott City, MD
  Ponte Vedra Beach, FL

Other Businesses

KALOS MANAGEMENT POSITION: REGISTERED REP NATURE: I AM REGISTERED REPRESENTITIVE UNDER KALOS MANAGEMENT. INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 04/01/2013 ADDRESS: 11525 PARK WOODS CIRCLE, ALPHARETTA GA 30005 DESCRIPTION: AS A REGISTERED REP I AM RESPONSIBLE FOR PROVOIDING FINANCIAL GUIDANCE FOR CLIENTS. STEPHEN M MOLESKY & ASSOCIATES POSITION: REGISTERED REP NATURE: SMMA IS A FINANCIAL SERVICE BUSINESS PROVIDING FINANCIAL PLANNING FOR CLIENTS WHO ARE IN RETIREMENT OR ALREADY IN RETIREMENT. THE SCOPE OF SERVICES INCLUDES ASSET MANAGEMENT, RETIREMENT PLANNING, SOCIAL SECURITY PLANNING, INSURANCE PROVIDER, AND TAX PLANNING. INVESTMENT RELATED: NO NUMBER OF HOURS: 1600 INVESTMENT RELATED HOURS: 16000 START DATE: 04/01/2013 ADDRESS: 5026 DORSEY HALL DRIVE #105, ELLICOTT CITY MD 21042 DESCRIPTION: I AM A REGISTERED REPRESENTITIVE RESPONSIBLE FOR ADVISING CLIENT ON FINANCIAL SITUATIONS. I ALSO HELP PREPARE RETIRMENT PLANS, ANAYLIZE RETIREMENT ACCOUNTS, COMPLETE SOCIAL SECUTIY ANALYSIS AND PROCESS APPLICATIONS. WILSON & SONS LLC POSITION: LP NATURE: Real Estate Investment held by Family LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 7024 Summerfield Drive, Frederick MD 21702 DESCRIPTION: none

Exams

• S66 Uniform Combined State Law Examination
  2013-05-02

Designations