Jordan Ney
Blue Water Wealth · Denver, Colorado
Jordan Ney is a fee-only financial advisor at Blue Water Wealth in Denver, Colorado. Jordan 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.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
Facts
| Firm | Blue Water Wealth |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $472.8M across 1,206 accounts |
| SEC registration | Investment adviser representative in CO, OR, TX, WA · CRD 6870300 |
| Exams passed | Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.bluewaterwealth.com |
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Questions about Jordan
Is Jordan Ney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan 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 Jordan charge for financial advice?
Jordan's firm, Blue Water Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Ney based?
Jordan Ney is based in Denver, Colorado.
What does Jordan specialize in?
Jordan's specialties include sustainable & impact investing, estate & legacy planning and tax planning. Jordan works with pre-retirees and early-career professionals.
Is Jordan Ney registered with the SEC?
Yes. Jordan Ney is registered as an investment adviser representative in CO, OR, TX and WA (CRD 6870300), 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 Jordan Ney?
Through Jordan's website, www.bluewaterwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Blue Water Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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