Ameriprise Financial – Blue Pearl Wealth Management

Ameriprise Financial – Blue Pearl Wealth Management
Contact Name
Jon Pearlstein, CRPC™, RICP®, APMA®
Address
954 Ridgebrook Rd. Suite 200
Town/City
Sparks
State
Maryland
ZIP Code
21152
Phone
(443) 541-5261
Website
Visit My Website
Description

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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26 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Insurance
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®
  • APMA® Accredited Portfolio Management Advisor™

Education

  • Cornell University, Bachelor of Science in Environmental Engineering, 1996

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2017, 2020, 2022-2025
  • Five Star Wealth Manager, 2015-2018, 2022-2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2026
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2024

Previous experience

  • Math Teacher, Baltimore City Public Schools, Baltimore MD, 1996-2000

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • American Red Cross, Platelet Donor - More than 678 lifetime units donated (a total of over 84 gallons!)
  • Gateway, Member of the Board of Directors - Maryland's Center for language and communication services.

Interests

  • I enjoy spending time outdoors and hiking with my family and our dog, Rocky
  • I enjoy mountain biking, running and juggling (working on riding a unicycle!)
  • Other interests include environmental concerns, professional mentoring & home projects
  • I have a goal of hiking the entire Appalachian Trail in one stretch