Advisors at this firm
Tracy D
Verified by Warmer
Series 65
Jenks, OK
Blue Jean Financial LLC
Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.
Benjamin K
ChFC®, Series 66
Yakima, WA
Blue Jean Financial LLC
Benjamin Kjendal is a financial advisor at Blue Jean Financial LLC with 12 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked for Thrivent Investment Management Inc. for 10 years. Kjendal is also active in his community through roles at Holy Cross Orthodox Church and St. Michael the Archangel Antiochian Orthodox Church. Blue Jean Financial LLC provides discretionary investment management and financial planning for individuals, trusts, estates, nonprofits, and businesses. The firm’s seven-person team manages approximately $95 million across 284 client relationships, offering custom portfolio construction using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.
Logan S
Series 66
Albany, NY
Blue Jean Financial LLC
Logan Simms is a financial advisor at Blue Jean Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. and has experience in education and nonprofit instruction. Outside of advising, he teaches woodworking skills at a nonprofit organization, Saratoga Joinery. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team manages approximately $95 million across 284 client relationships, offering customized portfolios primarily constructed with low-cost mutual funds, ETFs, and individual securities using both fundamental and technical analysis.
William B
Series 66
Albany, NY
Blue Jean Financial LLC
William Bufkins is a financial advisor at Blue Jean Financial LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Thriven Investment Management Inc. and Thrivent Investment Management Inc. Outside of his advisory role, he serves as an assistant pastor at Adirondack Christian Fellowship, where he is involved in preaching, worship leadership, and youth ministry. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm offers custom portfolio construction using low-cost mutual funds, ETFs, and individual securities, combining fundamental and technical analysis with a primarily long-term investment approach.
Donald B
Series 66
Livingston, TX
Blue Jean Financial LLC
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.
Thiago R
Series 66
Marstons Mills, MA
Blue Jean Financial LLC
Thiago Reis is a financial advisor at Blue Jean Financial LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and Thrivent Financial. Outside of his advisory role, Reis serves as Senior Pastor at the Church of the Redeemer, where he prepares and delivers sermons and leads bible study groups. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages approximately $95 million across diverse client relationships, employing a customized, long-term investment approach that incorporates both fundamental and technical analysis.
Jordan B
Series 66
Harwinton, CT
Blue Jean Financial LLC
Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.
Bryan M
Series 63, Series 65
Albany, NY
Blue Jean Financial LLC
Bryan Mcwayne is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management from 2014 to 2024. Mcwayne is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios primarily focused on long-term investment strategies using low-cost mutual funds, ETFs, and individual securities.