CRD: 171285
Blue Water Financial Investor Coaching, LLC
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- Custodian
- Ascensus · Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix horizon
- Established Date
- 08-28-2014
- Office Locations
- 1
Office Locations
About Blue Water Financial Investor Coaching, LLC
Blue Water Financial LLC is an advisory firm led by CFP Jason M. La Vigne that helps families (including retirees) with investment management, investment planning, and insurance planning. The firm emphasizes evidence-based portfolio construction grounded in modern portfolio theory and efficient-market research, aiming to avoid stock picking and market timing. Solutions include structured/interval funds and annuities, plus life, disability, and long-term care coverage; custody includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON MICHAEL LA VIGNE
Chief Compliance Officer, President
- CRD
- #4499856
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,188,000 | -- |
| Total | $65,188,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,188,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,245,313,211 | 24.5% |
| Cash | $3,837,597,856 | 75.5% |
| Total | $5,082,911,067 | 100.0% |