Advisor at BluePrism Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BluePrism Wealth Management LLC
Location
Johns Creek, GA 30097
Credentials
Series 63, Series 66
Industry experience
4 years
Manishkumar Jain is a financial advisor with BluePrism Wealth Management LLC in Johns Creek, GA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Merrill, Wells Fargo Clearing Services, and J.P. Morgan Securities. He is also a licensed insurance agent and spends part of his time selling insurance products. BluePrism Wealth Management LLC is an independent, state-registered advisory firm serving individuals, trusts, small businesses, and high-net-worth clients. The firm offers discretionary asset management and financial planning, focusing on asset allocation, portfolio monitoring, and Monte Carlo retirement planning.
Based on BluePrism Wealth Management LLC
Financial planning fee: $2,500 (negotiable)
$0 - $199,999: 1.10% $200,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%
Insurance product commissions received by licensed insurance agent representatives
11340 Lakefield Drive, Suite 200, Office 257
Johns Creek, GA 30097
Georgia · Texas
BluePrism Wealth Management LLC
2025 - Present (1 year)
Merrill
2024 - 2025 (1 year)
Wells Fargo Clearing
2023 - 2024 (1 year)
J.P. Morgan Securities
2021 - 2023 (2 years)
JPMorgan Chase Bank, N.A.
2020 - 2023 (3 years)
Dunkin Donuts
2016 - 2017 (1 year)
Wal-Mart
2016 - 2020 (4 years)
Dunkin Donuts
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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