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Jessica Weathers Kirwin

Jessica W. Kirwin

KIRWIN FINANCIAL LLC
ISSAQUAH, WA 98027
Some features on this profile are disabled
CRD#: 6773663
Jessica Weathers Kirwin

Professional summary

Jessica Weathers Kirwin, CFP®, who also goes by Jessica Lynn Weathers, is a registered financial advisor currently at KIRWIN FINANCIAL LLC located in Issaquah, Washington.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jessica has worked at 2 firms and has passed the Series 65 exam.

Biography

Jessica Kirwin is the founder and principal financial planner of Kirwin Financial, LLC. I founded Kirwin Financial in 2021 because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way. I am called to this profession because I genuinely enjoy helping people. I am a returned Peace Corps volunteer and a former AmeriCorps VISTA volunteer. Over the past decade I have worked in the financial services industry (five years at JPMorgan Chase & Co and four years at Allison Spielman Advisors). I am a fee-only Certified Financial Planner™ Professional. I am excited to work with couples who are interested in collaborating to develop a vision of their ideal life.
top-8-questions

Question & Answer

What are your service offerings?
Life Transitions
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Generation X
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Millennials
Are you a "fiduciary"?
Yes

Aliases

Jessica Lynn Weathers

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 Jessica Weathers Kirwin'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

July 6, 2021 - Present

KIRWIN FINANCIAL LLC

Office #1: 371 Ne Gilman Blvd Suite 160, Issaquah, WA 98027
RIA
CRD#: 314561
ISSAQUAH, WA
Past

March 28, 2017 - November 3, 2021

ALLISON SPIELMAN ADVISORS, LLC

RIA
CRD#: 116387
BELLEVUE, 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
Washington
(7/6/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2017
Uniform Investment Adviser Law Examination

Current Firm

KIRWIN FINANCIAL LLC
KIRWIN FINANCIAL LLC
KIRWIN FINANCIAL LLC

CRD#: 314561 / SEC#:

Washington
Registered Investment Advisory firm - (7/6/2021 Approved)
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Contact information

Main Address
371 Ne Gilman Blvd Suite 160, Issaquah, WA 98027
Mailing Address
Phone number
(425) 650-2400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 635,716

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

KIRWIN FINANCIAL LLC

KIRWIN FINANCIAL LLC

CRD#: 314561Issaquah, WA 98027

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Contact information

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