Our Qualifications

Blue Water Financial, LLC offers clients an impressive depth of experience in retirement, investment and insurance planning.  With all of the resources of a large firm through its partnering with Triad Advisors, Blue Water Financial, LLC , remains nimble and client-oriented.

President and CEO Jason M. La Vigne carries the designation of CERTIFIED FINANCIAL PLANNER™ practitioner and has also has earned his Series 7, Series 6, Series 65, and Series 63 security registrations. He also has his variable, property/casualty, life and health insurance licenses.

One of the benefits of working with Jason is his unique ability to provide clear, easily understandable explanations of financial products and services.  He prides himself on making the complicated, uncomplicated and in educating his clients so that they are financially able to make the best decisions for their financial future.


About Jason M. La Vigne, CFP®

Jason M. La Vigne, CFP®, is President and CEO of Blue Water Financial, LLC in Warren, NJ.  As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jason has 14 years of financial planning experience and has been associated with Triad Advisors since 2014.  In addition to having earned his Series 7, Series 6, Series 65, and Series 63 security registrations, he also has his variable authority, property/casualty, life and health insurance licenses.

Prior to founding Blue Water Financial, LLC, Jason was a Premier Agent at Prudential Financial, achieving the Million Dollar Round Table on multiple occasions.

A decorated United States Army veteran, Jason proudly served as a 19D Cavalry Scout from 1998-2001, achieving the rank of Sergeant.  During his years of service, he was awarded numerous medals including the Army Commendation Medal for exceptional meritorious service.

Jason received his Certificate of Completion in Financial Planning from Farleigh Dickinson University.  He then went on to pass the comprehensive CFP Certificate Examination, earning his CERTIFIED FINANCIAL PLANNER™ certification.  He received his Bachelor of Science Degree in Business Administration with a concentration in Marketing from Montclair State University – School of Business.

Jason, his wife, Katie, and four children, Jacob, Jordan, Justin and Emme, reside in Hunterdon County, New Jersey.