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Blue Jean Financial LLC CRD 331138
$133M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Metro Financial Team - Thrivent Financial | Cottage Grove | MN | 11/2017 | 10/2018 |
| Autumn Transport Inc. | Woodbury | MN | 11/2013 | 10/2017 |
| Thrivent Investment Management Inc. | West Hartford | CT | 05/2018 | 07/2024 |
| Thrivent Investment Management Inc. | West Hartford | CT | 08/2018 | 07/2024 |
| Blue Jean Financial Llc | Harwinton | CT | 07/2024 | Present |
1) Licensed insurance agent; not-investment related; Harwinton, CT, 06792; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Across Nigeria, Board Member, Charitable Organization, P.O. Box 637, New Hartford, CT. 06057, roughly 1 hour per Month, not investment related, Start Date: 2/1/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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