John F. Kiley

KILEY JUERGENS WEALTH MANAGEMENT

Olympia, WA 98501

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CRD#: 2343432

Professional summary

John Francis Kiley III is a registered financial advisor currently at KILEY JUERGENS WEALTH MANAGEMENT, LLC located in Olympia, Washington and OSAIC WEALTH, INC. located in Olympia, Washington.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Kiley III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2011 - Present

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Office #1: 2409 Pacific Ave Se, Olympia, WA 98501

RIA

CRD#: 151088

Olympia, WA

Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 2409 Pacific Avenue, Se, Olympia, WA 98501

RIA

CRD#: 23131

Olympia, WA

Past

December 28, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

OLYMPIA, WA

Past

February 8, 2012 - December 28, 2015

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

OLYMPIA, WA

Past

September 8, 2009 - September 8, 2009

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

September 8, 2009 - December 31, 2010

KILEY JUERGENS WEALTH MANAGEMENT, LLC

RIA

CRD#: 151088

OLYMPIA, WA

Past

September 8, 2009 - February 10, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

OLYMPIA, WA

Past

August 13, 2007 - September 28, 2009

CHOREO, LLC

RIA

CRD#: 111221

OLYMPIA, WA

Past

August 13, 2007 - September 28, 2009

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

OLYMPIA, WA

Past

February 3, 1994 - August 16, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OLYMPIA, WA

Past

July 31, 1993 - August 16, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

OLYMPIA, WA

Past

June 10, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD#: 151088 / SEC#: 801-70467

RIA

Registered Investment Advisory firm - (8/27/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/2/2018)

California
(11/2/2018)

Colorado
(11/22/2023)

Florida
(2/10/2020)

Idaho
(12/11/2019)

Massachusetts
(12/20/2018)

Minnesota
(11/2/2018)

Montana
(11/28/2023)

Nevada
(2/13/2020)

Oregon
(11/2/2018)

Pennsylvania
(11/2/2018)

IAR

Texas
(8/5/2015)

Texas
(8/30/2019)

IAR

Washington
(2/28/2011)

Washington
(11/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD#: 151088 / SEC#: 801-70467

RIA

Registered Investment Advisory firm - (8/27/2009 Approved)

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Contact information

Main Address

2409 Pacific Ave Se, Olympia, WA 98501

Mailing Address

Phone number

(360) 350-4747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE (9/18/2025)

Regulatory assets under management

Total Number of Accounts	6,242
AUM (Assets Under Management)	$ 1,872,363,667

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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John F. Kiley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Kiley III's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR FINANCIAL SERVICES, INC.

PACIFIC WEST FINANCIAL CONSULTANTS INC

KILEY JUERGENS WEALTH MANAGEMENT, LLC

PACIFIC WEST SECURITIES, INC.

CHOREO, LLC

BIRCHTREE FINANCIAL SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

KILEY JUERGENS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1993

Series 63

Date: 6/25/1993

SIE

Date: 10/1/2018

Series 7

Date: 6/9/1993

FINRA

Current Firm

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILEY JUERGENS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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