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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Kiley is an investment advisor representative with Kiley Juergens Wealth Management, LLC. John has been active in the industry since 1993 and has a total of 18 approved state registrations and 2 approved Investment Adviser registrations. John holds Series 63, 65, 7 and SIE licenses. John also holds a Series 63 and a Series 65 license. John is registered as an Investment Adviser Representative in Texas and Washington. John's firm, Kiley Juergens Wealth Management, LLC is based in Olympia, WA and provides a variety of financial services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm manages approximately $1.62 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
02/28/2011 - Present
Kiley Juergens Wealth Management, LLC (OLYMPIA WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (OLYMPIA WA)
WA
02/08/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (OLYMPIA WA)
WA
09/08/2009 - 02/10/2012
PACIFIC WEST SECURITIES, INC. (OLYMPIA WA)
WA
08/13/2007 - 09/28/2009
BIRCHTREE FINANCIAL SERVICES, INC. (OLYMPIA WA)
WA
07/31/1993 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (OLYMPIA WA)
NY
06/10/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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