A complete list of active advisors currently associated with Blue Jean Wealth Management

Warmer can help you find a great advisor at Blue Jean Wealth Management or one who fits your needs even better.

BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities. The firm manages accounts on an asset-based fee basis and tailors advice to clients’ time horizons and liquidity needs, with flexibility on billing and account servicing. The firm’s investment approach is a fundamental, bottom‑up analysis that combines quantitative and qualitative criteria to identify infrequent opportunities with limited downside; portfolios are typically concentrated in five to fifteen stocks and targeted for a multi‑year horizon. Trading tools and strategies include long‑term holdings, occasional short‑term purchases, and option writing; the firm generally avoids market timing and uses limit orders to seek fair execution. Distinctive features include the use of borrowing (margin) and derivatives within separately managed accounts — practices that are uncommon among similar independent advisers — and a policy of the adviser investing personally in the same securities as clients with proportionally similar timing and sizes to align incentives. The firm also does not vote client proxies (clients receive proxies directly), allows client‑imposed investment restrictions, and offers direct billing of advisory fees as an administrative option.

To learn more about the advisors currently working at Blue Jean Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.