JS
Johan E. Strand
BADGLEY PHELPS WEALTH MANAGERS
Seattle, WA 98101
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CRD#: 7704787
JS
Professional summary
Johan Erik Strand is a registered financial advisor currently at BADGLEY PHELPS WEALTH MANAGERS located in Seattle, Washington.
Johan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Johan has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Johan Erik Strand'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®
NoneExperience
Current
March 6, 2023 - Present
BADGLEY PHELPS WEALTH MANAGERS
Office #1: 1420 Fifth Avenue Suite 3200, Seattle, WA 98101RIA
CRD#: 315440
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".
BP
BADGLEY PHELPS WEALTH MANAGERS
BADGLEY PHELPS WEALTH MANAGERS | BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD#: 315440 / SEC#: 801-121830
RIA
Registered Investment Advisory firm - (7/26/2021 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(3/6/2023)
Exams
Current Firm
BP
BADGLEY PHELPS WEALTH MANAGERS
BADGLEY PHELPS WEALTH MANAGERS | BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD#: 315440 / SEC#: 801-121830
RIA
Registered Investment Advisory firm - (7/26/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1420 Fifth Avenue Suite 3200, Seattle, WA 98101
Mailing Address
Phone number
(206) 623-6172
Established
Firm type
Fiscal year end
# of Employees
43
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
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.
