Jadyn
Kerns-Funk
Blue Water Wealth
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About this Advisor
Jadyn Kerns-Funk is a financial advisor based in Portland, Oregon, working with Blue Water Wealth. Jadyn has previously held positions at Blue Water Wealth, Inc, Fisher Investments, University Of Puget Sound, Full-Time Student, The Springs Living, Five Spice Restaurant & Bar, Michael's Arts & Crafts, Michaels Arts & Crafts, and Tilly's. Jadyn has passed the Series 65 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Jadyn is part of Blue Water Wealth, which operates out of Portland, Oregon. The firm has 1 office and 17 employees. The firm manages assets totaling $317.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blue Water Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Water Wealth Brokerage Details
$317,073,465
17
1,021
$310,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jadyn Kerns-Funk Work History
Blue Water Wealth, Inc
Fisher Investments
University Of Puget Sound
Michaels Arts & Crafts
Tilly'S
Michael'S Arts & Crafts
University Of Puget Sound
Five Spice Restaurant & Bar
The Springs Living
Full-Time Student
Disclosures
Please visit the SEC profile of Jadyn Kerns-Funk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Water Wealth
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Seattle, WA
Portland, OR
Portland, OR
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