Jason Michael La Vigne

Employer firm

Blue Water Financial Investor Coaching, LLC CRD 171285

$65.2M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Blue Water Financial Investor Coaching, Llc

400 S Greenwood Ave 3 Rd Fl Ste 300, Easton, PA 18045 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-29
MD	RA	APPROVED	2025-04-24
SC	RA	APPROVED	2024-08-28
DE	RA	APPROVED	2024-03-12
FL	RA	APPROVED	2021-08-27
NY	RA	APPROVED	2021-05-21
PA	RA	APPROVED	2018-08-28
NJ	RA	APPROVED	2014-08-28

CA RA
APPROVED

Since 2026-06-29
MD RA
APPROVED

Since 2025-04-24
SC RA
APPROVED

Since 2024-08-28
DE RA
APPROVED

Since 2024-03-12
FL RA
APPROVED

Since 2021-08-27
NY RA
APPROVED

Since 2021-05-21
PA RA
APPROVED

Since 2018-08-28
NJ RA
APPROVED

Since 2014-08-28

Branch Locations

400 S Greenwood Ave 3 Rd Fl Ste 300, Easton, PA 18045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Blue Water Financial Investor Coaching, Llc	Easton	PA	07/2014	Present
Triad Advisors, Inc.	Norcross	GA	08/2014	08/2024
Osaic Wealth, Inc.	Easton	PA	08/2024	09/2025

07/2014 → Present

Blue Water Financial Investor Coaching, Llc

Easton, PA
08/2014 → 08/2024

Triad Advisors, Inc.

Norcross, GA
08/2024 → 09/2025

Osaic Wealth, Inc.

Easton, PA

Previous Registrations

2014-08-14 → 2014-09-23

Triad Advisors Llc

Warren, NJ

Atlanta, GA

Easton, PA
2007-10-05 → 2014-08-15

Voya Financial Advisors, Inc.

Albany, NY

Flemington, NJ

Flemington, NJ

Warren, NJ

Bridgewater, NJ

Warren, NJ
2003-05-22 → 2005-09-28

Pruco Securities, Llc.

Branchburg, NJ

Other Businesses

1)BLUE WATER FINANCIAL LLC; INVESTMENT RELATED;400 South Greenwood Ave,3rd Floor, Suite 300, Easton,PA 18045; DBA FOR PRACTICE; OWNER;2014;160-200 HRS/MONTH;6.5 HRS DURING TRADING; COUNCIL CLIENTS ON LIFE & LONG-TERM CARE INSURANCE & FIXED INDEX ANNUITIES 2) INSURANCE POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/22/2001 ADDRESS: 400 S Greenwood Ave, Easton PA 18045, United States DESCRIPTION: I sell life, DI, LTC, and fixed annuities 3) ACTOR POSITION: actor NATURE: I am an actor part time INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2024 ADDRESS: 37 Crest Blvd, Easton PA 18045, United States DESCRIPTION: Part time actor or extra.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-05-17
S63	Uniform Securities Agent State Law Examination	2003-04-01

S65 Uniform Investment Adviser Law Examination

2003-05-17
S63 Uniform Securities Agent State Law Examination

2003-04-01

Designations

Certified Financial Planner

Other Names

Jason Michael Lavigne

View on SEC IAPD