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Bryan E Mcwayne

Investment adviser representative at Blue Jean Financial LLC
12 yearsExperience
1 stateRegistered in
$133.3MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Blue Jean Financial LLCJul 2024 to now
  2. Thrivent Investment Management Inc.Mar 2014 to Jul 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (NY).

Blue Jean Financial LLC

$133.3MAssets managed
385Clients
8Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5682549
Firm CRD
331138
Advisor's SEC record (opens in a new tab)
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