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Bryan McWayne

Partner at Blue Jean Financial in Worcester, NY

Investment adviser registrationUpdated

Bryan McWayne is Partner of Blue Jean Financial LLC, an investment adviser managing $133M, and works from its Worcester, NY office. Bryan McWayne has been registered as an investment adviser representative through Blue Jean Financial since 29 July 2024, has 14 years in the industry across 2 firms and has passed the Series 6, Series 63, Series 7 and Series 65.

14
Years in industry
2
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Bryan McWayne has been Partner of Blue Jean Financial since April 2024, is a control person of the firm and directly owns under 5% of it.

Blue Jean Financial LLC is an Albany, NY firm with $133M under management, 385 clients and 7 advisers across 10 offices, as of its May 2026 filing.

Bryan McWayne’s longest registration was 3 years at Thrivent Investment Management Inc. (2021–2024). Before joining Blue Jean Financial in 2024, Bryan McWayne was registered through Thrivent Investment Management Inc.

  1. – present · 2 years
    Worcester, NY · Adviser representative · Firm CRD 331138
  2. Thrivent Investment Management Inc.
    – · 3 years
    Albany, NY · Adviser representative · Firm CRD 18387

Credentials and registrations

Investment adviser representative registrations

Bryan McWayne is registered as an investment adviser representative in New York, since July 2024.

  • New YorkSince 29 July 2024

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6526 March 2014
Name
Uniform Investment Adviser Law Examination
Series 77 February 2013
Name
General Securities Representative Examination
Series 6323 November 2011
Name
Uniform Securities Agent State Law Examination
Series 628 July 2011
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Bryan E McWayne
CRD
5682549
Firm
Blue Jean Financial · CRD 331138
Role
Partner
Office
Worcester, NY
Registration
Investment adviser registration
In the industry since
March 2012
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bryan McWayne work?

Bryan McWayne has been Partner of Blue Jean Financial LLC since April 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 May 2026

Is Bryan McWayne a financial advisor?

Yes. Bryan McWayne has a current investment-adviser registration in New York, through Blue Jean Financial since July 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Bryan McWayne have?

Bryan McWayne has 14 years in the financial industry, since March 2012, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Bryan McWayne passed?

Bryan McWayne has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2011. FINRA credited Bryan McWayne with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Bryan McWayne based?

Bryan McWayne’s registered office is in Worcester, NY.

Source: IAPD individual record, checked 22 October 2026

Is Bryan McWayne registered with FINRA?

No. Bryan McWayne has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Bryan McWayne’s record?

Search CRD 5682549 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan McWayne’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Blue Jean Financial

Sources

  1. IAPD individual record, CRD 5682549, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Blue Jean Financial LLC, filed 21 May 2026. Title, control and ownership bands.