Blue Jean Financial LLC logo

Blue Jean Financial LLC

Updated today

Client AUM

$133,250,053

Clients

385

Advisors

8

across 6 offices

About

Blue Jean Financial is a fiduciary-registered investment advisor that serves individuals, high‑net‑worth clients, trusts, estates and businesses with discretionary portfolio management and ongoing financial planning. The firm provides investment management (constructed from low‑cost mutual funds, ETFs and select individual securities), retirement account advice, and written or ongoing planning engagements tailored to clients’ goals.

The firm emphasizes a customized, long‑term investment approach informed by fundamental and technical analysis, regular monitoring, and portfolio rebalancing; portfolios are implemented on a discretionary basis and held at a qualified custodian on an institutional platform. Blue Jean typically uses diversified, low‑cost vehicles and may adjust holdings for tax, risk or market reasons while coordinating planning recommendations with outside professionals as needed.

Distinctive features include a multi‑office presence uncommon for comparable team firms — Blue Jean operates ten offices despite being founded recently (2024) and supported by an eight‑person advisory team that brought substantial assets with them. Several team members previously worked at Thrivent and many are also licensed insurance professionals or hold community roles (e.g., clergy, instructors); the brochure discloses these external activities and related commission income and describes policies to manage the associated conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Charitable giving & philanthropy

Demographic focus

Religious/faith focused

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Fee options

Fixed

Financial planning services: $900 to $50,000 per engagement

Percentage

$0+: 0.50% +: up to 2.00%

Main office

See office

125 Wolf Road, Suite 509

Albany NY 12205

Advisors at this office

3

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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Benjamin K

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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

William B

Series 66

Albany, NY

Blue Jean Financial LLC

William Bufkins is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Thriven Investment Management Inc. and Thrivent Investment Management. Outside of his advisory role, Bufkins serves as an assistant pastor at Adirondack Christian Fellowship, where he is involved in preaching, leading worship, and overseeing youth ministry. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, supported by a multi-office presence and a team with combined experience from Thrivent.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Donald B

Series 66

Bradenton, FL

Blue Jean Financial LLC

Donald Blowers is a Series 66 licensed advisor with nine years of industry experience. He joined Blue Jean Financial LLC in 2024 after seven years at Thrivent Investment Management Inc. Outside of his advisory role, Blowers works as an independent Uber Eats driver and holds a licensed insurance agent position. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm employs a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, with portfolios managed on an institutional platform.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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