A complete list of active advisors currently associated with Blue Jean Financial LLC

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

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.

To learn more about the advisors currently working at Blue Jean Financial LLC, 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.