Blue Jean Financial LLC logo

Blue Jean Financial LLC

Updated today

Client assets under management

$133,250,053

Clients

385

8% high-net-worth

Advisors

8

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

48

Low

Average account size

$346,104

About

Blue Jean Financial LLC provides discretionary investment management, ongoing financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, estates, non‑profits and businesses. The firm manages approximately $133 million across a few hundred client relationships and delivers portfolio construction, monitoring and reporting while relying on third‑party custodians for safekeeping and trade execution.

Portfolios are built using low‑cost mutual funds, ETFs and, when appropriate, individual stocks and bonds, and the firm employs both fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trading for rebalancing or client needs. Blue Jean conducts regular account reviews, may recommend tax‑sensitive adjustments or cash hedges, and operates under discretionary authority for day‑to‑day trading within agreed client guidelines.

Distinctive features include an unusually broad physical footprint for a team firm—operating ten offices—and a team composed largely of advisors who transitioned from a fraternal/Thrivent background and who disclose insurance‑licensing and other outside roles (for example, clergy and community‑education activities) that the firm identifies as potential conflicts to be managed. The firm also notes that financial planning is offered on an ongoing basis only and documents its Code of Ethics, personal‑trading controls, and an institutional relationship with its custodian that provides platform services and operational support.

Client services

Financial planning Portfolio management

Expertise

Wealth management

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Fee options

Other

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

Main office location

Blue Jean Financial LLC

125 Wolf Road, Suite 509

Albany NY 12205, United States

Number of offices

10

Most active in

Connecticut · Florida · Louisiana · Massachusetts · Minnesota · New Hampshire · New York · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Tracy D

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
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