Blue Jean Financial LLC

Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, nonprofits and businesses. The firm’s seven‑person team manages roughly $95 million across about 284 client relationships and offers portfolio construction, ongoing supervision, and project or ongoing financial planning engagements.

Portfolios are custom‑constructed using low‑cost mutual funds, ETFs and individual securities, with a primary long‑term orientation that may include shorter‑term trading or tactical reallocations to meet client objectives; the firm uses both fundamental and technical analysis. Blue Jean operates as a fiduciary, typically manages accounts on a discretionary basis through a qualified custodian (Charles Schwab) and bills advisory fees monthly in arrears.

Compared with many peers, the firm is unusual in maintaining ten offices despite its recent founding in April 2024 and its moderate AUM, and it participates in Schwab’s institutional platform from which it receives technology and support. Several advisory team members maintain outside occupations and community roles — including licensed insurance activities and service as clergy or local business operators — arrangements the firm discloses and addresses through its code of ethics and supervision.