Blue Jean Financial LLC
Firm details
- Headquarters
- Albany, New York
- CRD number
- 331138
- Registered since
- July 15, 2024
- Website
- bluejeanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.68%
- HNWI39.24%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Jean Financial LLC is an independent RIA organized as an LLC and SEC-registered in 2024. The firm serves individuals and families, providing financial planning and portfolio management for private individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The ownership is a mix of a domestic entity and an individual, and the firm maintains an industry affiliation with an insurance company. Blue Jean does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Francis Deno
Partner and Chief Compliance OfficerCRD 7845877
Contacts
3 of 8
Benjamin Kjendal
Founding AdvisorCRD 6245570
Donald Blowers
AdvisorCRD 6818568
Jordan Brandon
Investment Advisor RepresentativeCRD 6872605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Albany, NY
Albany
Location
Albany, NY
Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 125 Wolf Rd
- Time zone
- ET (UTC-5)
- Office locations
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