Bryan E. Mcwayne

BLUE JEAN FINANCIAL LLC

Warnerville, NY

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CRD#: 5682549

Professional summary

Bryan E Mcwayne is a registered financial advisor currently at BLUE JEAN FINANCIAL LLC located in Warnerville, New York.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Licensed insurance agent; not investment-related; 125 Wolf Road, Suite 509, Albany, NY, 12205; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan E Mcwayne's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 29, 2024 - Present

BLUE JEAN FINANCIAL LLC

RIA

CRD#: 331138

Warnerville, NY

Past

June 24, 2021 - July 30, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Albany, NY

Past

March 19, 2014 - July 30, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Albany, NY

Past

February 8, 2013 - March 18, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ALBANY, NY

Past

July 29, 2011 - June 25, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBANY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE JEAN FINANCIAL LLC

CRD#: 331138 / SEC#: 801-130313

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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

New York
(7/29/2024)

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: 3/26/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/2011

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: 2/7/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUE JEAN FINANCIAL LLC

CRD#: 331138 / SEC#: 801-130313

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

125 Wolf Road Suite 509, Albany, NY 12205

Mailing Address

Phone number

(518) 406-8488

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE JEAN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	612
AUM (Assets Under Management)	$ 94,731,737

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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Firm Stability Insights

Bryan E. Mcwayne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan E Mcwayne's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BLUE JEAN FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2014

Series 63

Date: 11/23/2011

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2013

Series 6

Date: 7/28/2011

Current Firm

BLUE JEAN FINANCIAL LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE JEAN FINANCIAL LLC

TRUST BUT VERIFY

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