Advisor at Blue Jean Financial 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
Blue Jean Financial LLC
Location
Albany, NY 12205
Credentials
ChFC®, Series 66
Industry experience
12 years
Fixed engagement fees for financial planning ranging from $900 to $25,000 per engagement.
0.50% to 2.00% annually based on several factors including scope, complexity, asset level, and overall relationship
Fee-only: Investment management fees paid monthly in arrears based on assets under management; Financial planning fixed fees range from $900 to $25,000 per engagement.
Blue Jean Financial LLC
2024 - Present (2 years)
Holy Cross Orthodox Church
2023 - Present (3 years)
St. Michael the Archangel Antiochian Orthodox Church
2014 - 2023 (9 years)
Thrivent investment Management Inc.
2014 - 2024 (10 years)
Thrivent investment Management Inc.
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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