Jason M. La Vigne

BLUE WATER FINANCIAL LLC

Easton, PA 18045

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CRD#: 4499856

Professional summary

Jason Michael La Vigne, CFP®, who also goes by Jason Michael Lavigne, is a registered financial advisor currently at BLUE WATER FINANCIAL LLC located in Easton, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Michael Lavigne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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)Bluewater Financial; investment related;400 S Greenwood Ave, Suite 300,3rd Floor, Easton, PA 18045; representative;8/29/2022;2 hrs/month;2 hrs during trading; hand client calls off to a Liberty Mutual P&C representative to get quotes for home, auto, umbrella and various other personal line policies 4) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael La Vigne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 28, 2014 - Present

BLUE WATER FINANCIAL LLC

Office #1: 400 S Greenwood Ave 3 Rd Fl Ste 300, Easton, PA 18045

RIA

CRD#: 171285

Easton, PA

Past

August 23, 2024 - September 9, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Easton, PA

Past

August 14, 2014 - September 23, 2014

TRIAD ADVISORS LLC

RIA

CRD#: 25803

Easton, PA

Past

August 13, 2014 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Easton, PA

Past

October 5, 2007 - August 15, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WARREN, NJ

Past

September 28, 2005 - August 15, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WARREN, NJ

Past

May 22, 2003 - September 28, 2005

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

BRANCHBURG, NJ

Past

February 15, 2002 - September 28, 2005

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(3/12/2024)

IAR

Florida
(8/27/2021)

IAR

Maryland
(4/24/2025)

IAR

New Jersey
(8/28/2014)

IAR

New York
(5/21/2021)

IAR

Pennsylvania
(8/28/2018)

IAR

South Carolina
(8/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/17/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUE WATER FINANCIAL LLC

BLUE WATER FINANCIAL LLC | LAVIGNE, JASON M | BLUEWATER FINANCIAL, LLC

CRD#: 171285 / SEC#:

Delaware

Registered Investment Advisory firm - (2/27/2024 Approved)

Florida

Registered Investment Advisory firm - (8/27/2021 Approved)

Maryland

Registered Investment Advisory firm - (4/24/2025 Approved)

New Jersey

Registered Investment Advisory firm - (8/28/2014 Approved)

New York

Registered Investment Advisory firm - (5/10/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/28/2018 Approved)

South Carolina

Registered Investment Advisory firm - (8/28/2024 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(610) 438-0988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 61,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. La Vigne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael La Vigne's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2003

Series 63

Date: 4/1/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2010

Series 6

Date: 2/14/2002

Current Firm

BLUE WATER FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE WATER FINANCIAL LLC

TRUST BUT VERIFY

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