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Jack Dukeminier

Advisor at Blue River Capital Management

Updated today
Blue River Capital Management logo

Firm

Blue River Capital Management

Location

Portland, OR

Credentials

CFA®

Industry experience

6 years

About

Jack Dukeminier is a CFA® charterholder with six years of industry experience. He is currently an advisor at Blue River Capital Management, where he has worked since 2023. His prior experience includes roles at Baker Ellis Asset Management LLC, Tru Independence Asset Management, LLC, and FTI Consulting. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Client services

Based on Blue River Capital Management

Financial planning Portfolio management

Expertise

Based on Blue River Capital Management

Wealth management Passive / index investing

Fee options

Percentage

$0 - $2,000,000: 0.85% $2,000,001 - $10,000,000: 0.60% $10,000,001 - AND UP: 0.35%

Location

Portland, OR

Most active in

Oregon · Washington

Work history

Blue River Capital Management

2023 - Present (3 years)

Baker Ellis Asset Management LLC

2019 - 2023 (4 years)

Tru Independence Asset Management, LLC

2017 - 2019 (2 years)

FTI Consulting

2016 - 2017 (1 year)

Disclosures

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

Business activities & affiliations

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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

General retirement planning Income planning Wealth management Founder/Business Owner
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Options & derivatives strategies Private / alternative investments Annuities

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Todd M

CFA®

Lake Oswego, OR

Boz & Company LLC

Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Jan S

CFA®, Series 63

West Linn, OR

JPS Global Investments, LLC

ESG / Sustainable investing Private / alternative investments Active portfolio management Passive / index investing
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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