James J. Abodeely

SITKA PACIFIC CAPITAL MANAGEMENT

Seattle, WA 98104

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CRD#: 5464276

Professional summary

James Joseph Abodeely, who also goes by Jj Abodeely, is a registered financial advisor currently at SITKA PACIFIC CAPITAL MANAGEMENT, LLC located in Seattle, Washington.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. James has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jj Abodeely

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.

Non-Profit Board Member. Due diligence and financial modeling consultant. ValueRestorationProject.com Blog and Book Reviews. Managing member of Level Sleep LLC which has no remaining active business selling sleep products online; today the LLC ONLY activity is to distribute proceeds from the sale or license of intangible assets. Minority partner of LLC owning and operating fitness studio franchises.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Abodeely's 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

April 10, 2015 - Present

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Office #1: 701 Fifth Ave Suite 4200, Seattle, WA 98104

RIA

CRD#: 134699

Seattle, WA

Past

February 22, 2011 - December 31, 2014

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

RIA

CRD#: 134699

SEATTLE, WA

Past

January 8, 2008 - January 21, 2011

PARAGON INVESTMENT MANAGEMENT INC

RIA

CRD#: 107869

SEATTLE, WA

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.

Highlighted states indicate IAR registrations

IAR

California
(4/10/2015)

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.

Exams

Current Firm

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

MCAULEY, BRIAN RICHARD | SITKA PACIFIC CAPITAL MANAGEMENT, LLC. | SITKA PACIFIC CAPITAL MANAGEMENT, LLC | SITKA PACIFIC CAPITAL MANAGEMENT

CRD#: 134699 / SEC#: 801-69920

RIA

Registered Investment Advisory firm - (12/14/2016 Terminated)

California

Registered Investment Advisory firm - (4/10/2015 Approved)

Illinois

Registered Investment Advisory firm - (12/10/2021 Terminated)

Utah

Registered Investment Advisory firm - (4/28/2023 Terminated)

Washington

Registered Investment Advisory firm - (4/26/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

701 Fifth Ave Suite 4200, Seattle, WA 98104

Mailing Address

Phone number

(425) 967-5533

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	118
AUM (Assets Under Management)	$ 24,262,834

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.

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James J. Abodeely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Abodeely's CRS (Customer Relationship Summary).

Certified licenses

Experience

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

PARAGON INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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