Jessica Kirwin, financial advisor Issaquah WA

Jessica Kirwin

CRD Number: 6773663
Current Firm: Kirwin Financial LLC

Jessica Kirwin (CRD# 6773663) is an Investment Advisor Representative working at Kirwin Financial LLC in Issaquah, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kirwin Financial LLC Issaquah, WA Apr 2021 - Current 3
Allison Spielman Advisors Bellevue, WA Mar 2017 - Mar 2021 4
Unemployed Issaquah, WA Nov 2016 - Feb 2017 < 1
Creative Money LLC Seattle, WA Jan 2016 - Oct 2016 < 1
Unemployed Issaquah, WA Oct 2015 - Dec 2015 < 1
Jp Morgan Chase & Co Seattle, WA Jun 2010 - Sep 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Jessica W. Kirwin
Phone Number: 425-444-4910
Registered State(s):
  • WA
Current Firm Details
Kirwin Financial LLC
Firm's CRD Number: 314561
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $553,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WA

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