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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 9
Office Locations
About Blue Jean Financial LLC
Blue Jean Financial is an Albany, NY-based RIA serving “everyday Americans”—including nurses, construction workers, and small business owners—with planning and portfolio management designed to simplify complex decisions. The firm builds goal- and time-horizon-based portfolios from conservative to aggressive, with a focus on ETFs and mutual funds. Clients access advice and reporting through an Advyzon client portal.
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Owner & Executives
Francis James Deno
Chief Compliance Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
BRYAN E MCWAYNE
Partner
- CRD
- #5682549
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Donald Benjamin Blowers
--
- CRD
- #6818568
Jordan Marcus Brandon
--
- CRD
- #6872605
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,349,793 | $149,663 |
| Non-Discretionary | $0 | -- |
| Total | $133,349,793 | $149,663 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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