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Advisors / New York / Worcester
15yrs

Bryan McWayne

Full name on record: Bryan E McWayne

Financial advisor at Blue Jean Financial

Bryan McWayne has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Worcester, New York. Bryan has been with Blue Jean Financial since 2024; before that, Bryan spent three years at Thrivent Investment Management. Blue Jean Financial offers financial planning and investment management and is paid through a percentage of assets and flat fees.

Worcester, NYTop advisor by experience at Blue Jean FinancialFiduciary advisor
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At a glance

Experience15 years (since 2011)
How that compares ?Top advisor by experience at Blue Jean Financial
OfficeWorcester, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$346,104
Advisors at the firm8
States licensed ?1 state

Services through Blue Jean Financial

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2021 – 2024

Contact Bryan

(518) 631-5471Firm headquarters in Albany, NY. Ask for Bryan. Worcester, NYOffice · Get directions LinkedIn pageBlue Jean Financial

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Questions to ask Bryan

Tailored to Bryan’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Bryan

How do I contact Bryan?

Call Blue Jean Financial at (518) 631-5471 and ask for Bryan McWayne. Bryan works from the Worcester, NY office.

How long has Bryan been a financial advisor?

Bryan has been in the industry since 2011, about 15 years. Top advisor by experience at Blue Jean Financial.

What licenses does Bryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Bryan a fiduciary?

Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bryan paid?

Blue Jean Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.