James E. Blue

BLUE ADVISORS

Columbus, OH

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CRD#: 6205303

Professional summary

James E Blue II, CFP®, who also goes by James E. Blue II, James Edward Blue, is a registered financial advisor currently at BLUE ADVISORS located in Columbus, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Biography

Comprehensive financial planning is offered on a subscription basis for $100/month with an upfront fee of $100.  If you have $100,000 invested with Blue Advisors, the subscription fee is waived.  Assets under management are charged a flat .80% fee.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Budgeting

Estate Planning

Retirement Planning

Debt Management

Divorce Planning

Insurance Planning

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Baby Boomers

Generation X

High Net Worth Client Needs

Millennials

Novice Investors

Unmarried Couples

Are you a "fiduciary"?

Yes

Aliases

James E. Blue Ii | James Edward Blue

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James E Blue II'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: 2009

Experience

Current

September 7, 2021 - Present

BLUE ADVISORS

RIA

CRD#: 316516

Columbus, OH

Past

March 25, 2021 - January 3, 2022

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

Colombus, OH

Past

September 10, 2014 - August 24, 2021

ROOTSTOCK ADVISORS

RIA

CRD#: 167665

SEWICKLEY, PA

Past

August 13, 2013 - September 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

July 12, 2013 - September 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

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

Ohio
(9/7/2021)

IAR

Pennsylvania
(10/18/2021)

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 66

Date: 8/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/2013

General Securities Representative Examination

Current Firm

BLUE ADVISORS

BLUE ADVISORS | BLUE ADVISORY LLC

CRD#: 316516 / SEC#:

Ohio

Registered Investment Advisory firm - (9/7/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

Upper Arlington, OH

Mailing Address

Phone number

(724) 914-1414

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 15,824,917

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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James E. Blue

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James E Blue II's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE ADVISORS

WEALTHCARE ADVISORY PARTNERS LLC

ROOTSTOCK ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2013

Series 7

Date: 7/12/2013

Current Firm

BLUE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE ADVISORS

TRUST BUT VERIFY

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