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Tel: 407-204-0147 743 8th St Clermont, FL 34711
Growing Your Wealth Without Compromising Your Values
About Blue Jasper Capital
Blue Jasper Capital is an independent, full-service financial planning and registered investment advisory firm that puts our clients first. Based in Clermont, Florida, we serve client families and business owners across the United States.

We specialize in values-based investing for conservative Christians. Using a proprietary screening process, we select quality investments that align with your faith and values, so you can grow your wealth without compromising your convictions. Our mission is to help clients become the best stewards of their wealth, and stewardship is at the heart of everything we do.

We work with you to understand your goals, build a financial plan to achieve them, and create an investment portfolio to bring that plan to life. Our services include financial planning, investment management, tax planning, business planning, cash flow management, and investment strategies.

Our team is led by Colin Myers (Founder & President) and Brent Joseph (Vice President), together with Wealth Advisors Grayson Bishop, John Copeland, and Charlo Alexandre. Our core values are Excellence, Collaboration, Candor, and Humility.
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Our Team

Colin
Colin Myers
Founder & President

Colin Myers is the Founder and serves as the CEO of Blue Jasper Capital. In addition to being a graduate of the Naval Academy, a nuclear engineer, and a former submarine officer, Colin brings 13 years of experience in the finance sector to our wealth management firm. He has been recognized as a SunTrust Distinguished Leader of Merit and also holds an MBA in Finance from Rollins College, where he graduated at the top of his class. Known for his ethics and outstanding character, Colin is a recipient of the William P. Lawrence Ethics Award. His professional journey includes roles as a corporate finance business analyst in Fortune 500 companies and CFO experience, adding depth to his leadership skills. Colin's capabilities extend beyond traditional financial management to include a nuanced understanding of ethics and data-driven decision-making in business. His well-rounded background and strong ethical compass make Colin a distinguished leader and a sought-after expert for organizations aiming for financial stability and accelerated business growth. Off the clock, Colin is a dedicated husband and father of three children and is always on the lookout for ways to give back to the community.

Brent
Brent Joseph
Vice President

Brent Joseph is Vice President of Growth and Partnerships for Blue Jasper Capital and a PhD Candidate in Biblical Studies. Specializing in research, strategy, and growth channels, Brent frequently presents market updates in the financial sector and theological insights related to the marketplace, offering valuable perspectives to the team and clients alike. For the past 10 years, he has worked extensively in muslim-majority contexts in international missions both in Africa and the Middle East. Brent is also a member of, and presenting research in the 2025-2026 year at, the national conferences for the Evangelical Theological Society (ETS) in Boston, the Society of Pentecostal Studies (SPS) hosted at Baylor University, and Regent's Renewal Conference in Virginia. His areas of research interest are Luke-Acts, apostolic hermeneutics, and how the Old Testament is used in the New.

Grayson
Grayson Bishop
Wealth Advisor

Grayson Bishop is currently a Wealth Management Associate and Certified Financial Planning Qualified Professional. He primarily handles client support activities and administrative responsibilities for Blue Jasper Capital. Grayson focuses on helping others achieve financial peace and freedom, aligning with his professional philosophy, "What is not tracked, cannot be managed." His work ethic is best symbolized by a handshake, representing his commitment to strong, collaborative relationships. His focus on both the theory and the practice of finance positions him as a rising talent in the wealth management sector.

John
John Copeland
Wealth Advisor

John Copeland serves as the Wealth Advisor and Compliance Manager for Blue Jasper Capital. Holding a degree in Finance from The University of Florida, he brings a unique blend of blue-collar rigor and innovative insight to his role. Specializing in investment management, financial planning, and business consulting on the client-facing side, John also leads his team in maintaining strict compliance and making sound decisions for the firm. Passionate about hard work and innovation, he significantly contributes to shaping the company's investment and planning strategies. His dual expertise in the blue-collar industry and financial services provides a holistic perspective that sets Blue Jasper Capital apart in a competitive landscape.

Charlo
Charlo Alexandre
Wealth Advisor

Charlo is a dedicated Wealth Associate with a solid academic foundation, holding a Bachelor's degree in Finance from Florida International University and an MBA from St. Thomas University. He brings extensive experience from the financial services industry, having worked in roles focused on serving affluent clients, personal and small business banking, and private client wealth management. Through these positions, he has developed a deep skill set in relationship management, portfolio strategy, and tailored financial planning. He is passionate about helping individuals, families, and businesses effectively steward their financial resources. With a faith-based approach to wealth management, he is committed to aligning financial strategies with his clients' values and long-term goals. His focus is on delivering personalized, purpose-driven guidance that supports financial growth, stability, and peace of mind.

General Information
Firm Start Year:

2022

No. of Employees:

5-9 Employees

Name of Custodial Firm:

Altruist Financial LLC; Interactive Brokers LLC

States Licensed in:

FL, CA, TN, TX

Communities served:

Clermont, FL, CA, TN, TX

Number of Years with Current Firm:

4

Work with the following types of clients:

Businesses, Individual Investors, Trusts, Estates, Retirement Plans, Donor-Advised Funds, Non-Profit Organizations

Foreign Languages Serviced:

English

Advisory Services Provided:

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning & Trusts, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Services
Investment Types:

Insurance, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Video Conference, Our Office

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Hourly, Based on Assets, Flat Fee

Fee % Based on Assets:

0.75% - 1.00%

Additional Details on Charges:

Asset-based fees (annual, tiered by assets under management): 1.00% on $0 - $1M; 0.90% on $1M - $2M; 0.80% on $2M - $5M; 0.75% over $5M. Financial planning and consulting: fixed fees ranging from $2,750 to $45,000 depending on complexity, or $615 per hour. Free initial portfolio review available.

Firm Information
Assets Managed by Firm:

$23,600,000

Total Assets Under Management by Advisor:

$23,600,000

Financial Planning for Businesses
We help business owners with growth and exit strategies for their most valuable asset, including diligence and acquisition strategies, business valuation and exit/sale planning, business retirement accounts, and access to capital.
Financial Planning for Individuals
We work with individuals and families to understand their goals, build a financial plan to achieve them, and create an investment portfolio to bring that plan to life. Planning covers financial freedom, insurance needs, personal balance sheets, retirement, and cash flow.
Financial Advice & Consulting
We provide financial planning and consulting on a fixed-fee or hourly basis, covering goals such as achieving financial freedom, identifying insurance needs, building a personal balance sheet, and cash flow management, including debt and budget management and emergency fund planning.
Portfolio Management
We build and manage discretionary portfolios using our proprietary values-based screening process, selecting quality investments that align with a conservative Christian worldview. Services include portfolio construction, trust management, distribution and cash strategies, and management of retirement plans and IRAs, using diversified mutual funds, ETFs, individual stocks, and bonds.
Retirement Planning
We help clients plan for a confident retirement by setting clear goals, projecting income needs, and building a retirement strategy and portfolio that reflects their values, including management of retirement plans and IRAs and distribution strategies.
401K Rollovers
We assist clients in rolling over 401(k)s and other employer retirement plans into IRAs, then invest those assets in portfolios screened to align with their faith and values.
Estate Planning & Trusts
We provide trust management and help clients plan for multi-generational stewardship, including charitable giving through donor-advised funds, so their wealth continues to reflect their values.
Tax Advice and Services
We help manage tax liabilities through an understanding of tax rates, tax-optimized investments, tax-loss harvesting, and charitable strategies such as donor-advised funds.
Investment Advice & Management
We offer investment advice and management built on value investing principles, mutual fund and ETF strategies, and public and private investments. Every portfolio is screened to avoid companies and industries that conflict with our clients' values, and is continuously monitored to maintain that alignment.
Wealth Management
Our wealth management approach combines financial planning, investment management, tax planning, and business planning into one plan centered on your values. We help clients become the best stewards of their wealth while working toward their most cherished life goals.
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