Jacob C. Koodrich
Professional summary
Jacob Crawford Koodrich, who also goes by Jacob C Koodrich, Jake Crawford Koodrich, is a registered financial advisor currently at BADGLEY PHELPS WEALTH MANAGERS located in Seattle, Washington.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jacob has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Crawford Koodrich's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2024 - Present
BADGLEY PHELPS WEALTH MANAGERS
Office #1: 1420 Fifth Avenue Suite 3200, Seattle, WA 98101March 10, 2020 - November 17, 2021
BUILD ASSET MANAGEMENT
April 5, 2016 - March 20, 2019
BREAN CAPITAL, LLC
July 3, 2012 - April 4, 2016
D.A. DAVIDSON & CO.
November 2, 2010 - July 6, 2012
RAYMOND JAMES & ASSOCIATES, INC.
February 23, 2004 - June 8, 2006
GLEACHER & COMPANY SECURITIES, INC.
Primary Firm SEC Registration
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Current Firm
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,875 |
| AUM (Assets Under Management) | $ 5,902,779,678 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 12/11/2024 | ||
| 01/08/2024 | ||
| 10/24/2022 |
Red Flags
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