# Jadyn Kerns-Funk

> Jadyn Kerns-Funk is a fee-only financial advisor at Blue Water Wealth in Portland, Oregon. Jadyn focuses on sustainable & impact investing, estate & legacy planning and tax planning. Blue Water Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jadyn-kerns-funk/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Water Wealth
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $472.8M across 1,206 accounts
- **Specialties:** Sustainable & impact investing, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Early-career professionals
- **CRD:** 7270239 (https://adviserinfo.sec.gov/individual/summary/7270239)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.bluewaterwealth.com

## Frequently asked questions

### Is Jadyn Kerns-Funk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jadyn holds no broker registration, and Blue Water Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jadyn charge for financial advice?

Jadyn's firm, Blue Water Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jadyn Kerns-Funk based?

Jadyn Kerns-Funk is based in Portland, Oregon.

### What does Jadyn specialize in?

Jadyn's specialties include sustainable & impact investing, estate & legacy planning and tax planning. Jadyn works with pre-retirees and early-career professionals.

### Is Jadyn Kerns-Funk registered with the SEC?

Yes. Jadyn Kerns-Funk is registered as an investment adviser representative in OR, TX and WA (CRD 7270239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Water Wealth manage?

Blue Water Wealth reports $472.8M across 1,206 accounts in assets under management.

### How do I contact Jadyn Kerns-Funk?

Through Jadyn's website, www.bluewaterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7270239): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bluewaterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.