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Jacob Crawford Koodrich

Badgley Phelps Wealth Managers

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About Jacob Crawford Koodrich

Jacob Crawford Koodrich is a financial advisor with Badgley Phelps Wealth Managers. Jacob has been working in the financial industry since 2010. Jacob holds the Series 63, SIE, and Series 7 licenses. Jacob's previous employers include BREAN CAPITAL, LLC, D.A. DAVIDSON & CO., RAYMOND JAMES & ASSOCIATES, INC., and FIRST ALBANY CAPITAL INC. Jacob specializes in providing financial planning, portfolio management, and insurance solutions to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jacob Koodrich is currently registered with Badgley Phelps Wealth Managers. Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Koodrich’s Registration & Firm History

WA

02/28/2024 - Present

Badgley Phelps Wealth Managers (SEATTLE WA)

WA

04/05/2016 - 03/20/2019

BREAN CAPITAL, LLC (KIRKLAND WA)

WA

07/03/2012 - 04/04/2016

D.A. DAVIDSON & CO. (SEATTLE WA)

TN

11/02/2010 - 07/06/2012

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

NY

02/23/2004 - 06/08/2006

FIRST ALBANY CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Crawford Koodrich.
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