Jack T. Dukeminier

BLUE RIVER CAPITAL MANAGEMENT

Portland, OR

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CRD#: 7057801

Professional summary

Jack Thomas Dukeminier is a registered financial advisor currently at BLUE RIVER CAPITAL MANAGEMENT located in Portland, Oregon.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jack has worked at 3 firms .

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.

Lower 40 Enterprises, LLC; not investment-related; Eugene, OR; LLC for property ownership; Member; 12/31/2019; no time is spent on this activity;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Thomas Dukeminier'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®

None

Experience

Current

November 21, 2023 - Present

BLUE RIVER CAPITAL MANAGEMENT

RIA

CRD#: 328888

Portland, OR

Past

January 4, 2020 - August 21, 2023

BAKER ELLIS ASSET MANAGEMENT LLC

RIA

CRD#: 121802

VANCOUVER, WA

Past

June 9, 2019 - December 2, 2019

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

Portland, OR

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

Oregon
(11/21/2023)

IAR

Washington
(1/31/2024)

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

Current Firm

BLUE RIVER CAPITAL MANAGEMENT

BLUE RIVER CAPITAL MANAGEMENT | BLUE RIVER CAPITAL MANAGEMENT, LLC

CRD#: 328888 / SEC#:

Oregon

Registered Investment Advisory firm - (11/21/2023 Approved)

Washington

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 498-9283

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 20,283,310

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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Jack T. Dukeminier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Thomas Dukeminier's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE RIVER CAPITAL MANAGEMENT

BAKER ELLIS ASSET MANAGEMENT LLC

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

BLUE RIVER CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE RIVER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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