BLUE JEAN FINANCIAL LLC

Overview

Blue Jean Financial LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes both a percentage-of-assets model and fixed fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Blue Jean also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices