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Director of Operations · Blue Water Wealth

Jadyn C. Kerns-Funk

CRD 7270239 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Water Wealth, an SEC-registered wealth manager based in Portland, OR with $473 million in regulatory assets, lists Jadyn C. Kerns-Funk on its Form ADV as Director of Operations, a control person.

Firms and roles

  • Blue Water WealthDirector of OperationsWealth manager · Portland, OR · $473M in regulatory assets

AtlasMembers

Jadyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jadyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.