Jordan M. Brandon

BLUE JEAN FINANCIAL LLC

Harwinton, CT

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CRD#: 6872605

Professional summary

Jordan Marcus Brandon is a registered financial advisor currently at BLUE JEAN FINANCIAL LLC located in Harwinton, Connecticut.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jordan has worked at 2 firms and has passed the Series 66, SIE and Series 7 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; Harwinton, CT, 06792; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Marcus Brandon'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

Harwinton, CT

Past

August 31, 2018 - July 30, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

West Hartford, CT

Past

May 24, 2018 - July 30, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

West Hartford, CT

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

Connecticut
(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 66

Date: 8/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2018

General Securities 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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Jordan M. Brandon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Marcus Brandon's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE JEAN FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

BLUE JEAN FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/24/2018

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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