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AJ

Austin M. Jodrey

KUTSCHER BENNER BARSNESS & STEVENS
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 6155939
AJ

Professional summary

Austin Michael Jodrey is a registered financial advisor currently at KUTSCHER BENNER BARSNESS & STEVENS, INC. located in Seattle, Washington.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Austin has worked at 1 firm .

top-8-questions

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 Austin Michael Jodrey'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

January 6, 2022 - Present

KUTSCHER BENNER BARSNESS & STEVENS, INC.

Office #1: 705 Second Avenue, Suite 800, Seattle, WA 98104
RIA
CRD#: 107475
Seattle, WA

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".
KB
KUTSCHER BENNER BARSNESS & STEVENS, INC.
FREDERIC T. KUTSCHER ASSOCIATES,INC. | KUTSCHER, RHODES & BENNER, INC. | KUTSCHER RHODES & BENNER, INC. | KUTSCHER BENNER BARSNESS & STEVENS, INC. | KBBS FINANCIAL

CRD#: 107475 / SEC#: 801-49160

RIA
Registered Investment Advisory firm - (6/16/1995 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.

Highlighted states indicate IAR registrations

IAR
Washington
(1/6/2022)

Exams

Current Firm

KB
KUTSCHER BENNER BARSNESS & STEVENS, INC.
FREDERIC T. KUTSCHER ASSOCIATES,INC. | KUTSCHER, RHODES & BENNER, INC. | KUTSCHER RHODES & BENNER, INC. | KUTSCHER BENNER BARSNESS & STEVENS, INC. | KBBS FINANCIAL

CRD#: 107475 / SEC#: 801-49160

RIA
Registered Investment Advisory firm - (6/16/1995 Approved)
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Contact information

Main Address
705 Second Avenue, Suite 800, Seattle, WA 98104
Mailing Address
Phone number
(206) 462-6100
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KBBS FINANCIAL ADV PART II BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts681
AUM (Assets Under Management)$ 550,822,080

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.

Company Information

KUTSCHER BENNER BARSNESS & STEVENS, INC.

CRD#: 107475Seattle, WA 98104

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