Jeffrey Sain, financial advisor Seattle WA
90 score

Jeffrey Sain

CRD Number: 5976320
Current Firm: Laird Norton Wealth Management

Jeffrey Sain (CRD# 5976320) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has 1 year of experience in the finance industry. Jeffrey Sain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Laird Norton Wealth Management Seattle, WA Sep 2014 - Current 2
Laird Norton Tyee Seattle, WA Mar 2013 - Sep 2014 1
Laird Norton Tyee Seattle, WA Jul 2006 - Mar 2013 6

Jeffrey Sain has no recent exams reported.
Contact Info for Jeffrey S. Sain
Phone Number: 206-464-5100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $1,108,338
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, IL, NE, NY, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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