James E Blue Ii
CFP®Quick Tip: Portfolio optimization isn't about chasing winners—it's about aligning your investments with your goals, time horizon, and risk tolerance, then rebalancing regularly to stay on track.
Why Work With James
As a boutique practice, every client receives my full, personal attention — not a junior advisor's. I know your goals, your family, and your story. That relationship-first approach drives every recommendation I make.
Professional Summary
Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
- Retirement Planning
- Education Funding
Specializations
Biography
With more than 20 years of professional experience in financial planning and investment management, James Blue has partnered with hundreds of retirees and busy professionals to build personalized, comprehensive financial strategies tailored to their life goals. His practice is grounded in a simple belief: every client deserves clear, objective advice delivered with integrity and a fiduciary commitment. As a CERTIFIED FINANCIAL PLANNER™ professional and founder of Blue Advisors, James helps clients navigate complex financial decisions—whether...
Other Aliases
James E. Blue Ii, James Edward Blue
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Education
University of Pittsburgh
Bachelor of Science in Business Administration , Finance
Bachelor of Science in Business Administration , Finance
2005
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Doing Business As (DBA) / Local Office
Business Address
2290 Haverford Road, Columbus, OH 43220
Current Firm
BLUE ADVISORS | BLUE ADVISORY LLC
Contact Information
Main Address
Upper Arlington, OHPhone Number
(724) 914-1414# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
47AUM (Assets Under Management)
$18,413,429Similar Advisors
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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.
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State Registrations and Notice Filings
(9/7/2021)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James E Blue II's CRS (Customer Relationship Summary).
Services Offered by James
- Financial Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
- Retirement Planning
- Education Funding
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