user avatar

Donald Blowers

Advisor at Blue Jean Financial LLC

Updated today

Location

Livingston, TX

Credentials

Series 66

Industry experience

8 years

About

Donald Blowers is a financial advisor at Blue Jean Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. for seven years. Outside of advisory work, he contracts as a food delivery driver and is also a licensed insurance agent. Blue Jean Financial LLC serves individuals, trusts, estates, nonprofits, and businesses with discretionary investment management and financial planning. The firm’s seven-person team manages approximately $95 million and constructs custom portfolios using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.

Client services

Based on Blue Jean Financial LLC

Financial planning Portfolio management

Expertise

Based on Blue Jean Financial LLC

Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Other

Fee-only: Financial planning services fixed fees ranging from $900 to $50,000 per engagement.

Location

Livingston, TX

Most active in

Texas

Work history

Blue Jean Financial LLC

2024 - Present (2 years)

Thrivent Investment Management

2019 - 2024 (5 years)

Thrivent Investment Management

2017 - 2024 (7 years)

Ace Hardware

2013 - 2017 (4 years)

Empire Building Services

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian T

Series 65

Livingston, TX

Bird Dog Trading Corporation

Brian Tamplen is the principal of Bird Dog Trading Corporation and holds a Series 65 designation with 15 years of industry experience. His prior roles include positions at Galeforce Capital Management, Origis Energy, Acclaim Energy Services, and Champion Energy Services. Tamplen serves as a director for BioCapital Holdings Corporation, a company involved in DNA research and development. Bird Dog Trading Corporation provides investment services to individuals, trusts, and corporations with a focus on trading, risk management, and asset management across equities, equity options, and other financial instruments. The firm emphasizes a tailored approach and active trading strategies, serving a client base that includes both retail and institutional entities.

Active portfolio management Options & derivatives strategies
user avatar

David A

Series 63, Series 65

Livingston, TX

FB Advisory Services, LLC

David Allen is a financial advisor at FB Advisory Services, LLC in Livingston, Texas, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2010. FB Advisory Services provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes risk management through a combination of trend-following growth strategies and actively managed fixed income disciplines, utilizing ETFs, bonds, structured notes, mutual funds, and select equities.

Active portfolio management
user avatar

David M

Series 63, Series 65

Livingston, TX

FB Advisory Services, LLC

David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.

Active portfolio management
user avatar

Nancy C

Series 63, Series 65

Coldspring, TX

PNC Wealth Management

Nancy Carley is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. She has 41 years of industry experience, including roles at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank prior to joining PNC Wealth Management in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed model portfolios primarily composed of mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Clayton G

Series 63, Series 65

Livingston, TX

UBS Financial Services

Clayton Gilcrease is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he is a partner in Emjade, LLC, a holding entity for personal investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jeffrey W

Series 63, Series 65, Series 66

Coldspring, TX

Equitable Advisors

Jeffrey Webb is a financial advisor with Equitable Advisors in Coldspring, TX, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., a natural gas lease company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")