Jason Vigne
Jason Vigne is a CFP-designated registered investment advisor at Blue Water Financial LLC, based in Easton, PA, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 184 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable.
Fee Estimator
Location
400 S Greenwood Ave, 3 Rd Fl Ste 300, Easton, PA, 18045
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Jason owns Blue Water Financial LLC, acting as a DBA for his practice, and works as an insurance agent, dedicating nearly full-time hours to these activities. He also hands off client calls for P&C insurance quotes and works as an actor for a few hours per week.
Employment History
Current Registrations
Blue Water Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors, INC.
Triad Advisors LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.