Bbjs Financial Advisors, LLC

Bbjs Financial Advisors, LLC (CRD# 115969) is a financial advisory firm headquartered in Seattle, WA. They manage $259,875,549 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1501 Fourth Avenue, Suite 2880, Seattle, WA 98101
http://www.bbjsadvisors.com
By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $3,248,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Bbjs Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Adam Nelson, financial advisor Seattle WA
Adam T. Nelson
CRD#: 5780399
1501 Fourth Avenue, Suite 2880, Seattle, WA 98101

Adam Nelson (CRD# 5780399) is an Investment Advisor Representative working at Bbjs Financial Advisors, LLC in Seattle, WA and has over 13 years of experience in the finance industry.

2
William Serres, financial advisor Seattle WA
William F. Serres
CRD#: 4487287
1501 Fourth Ave. Suite 2880, Seattle, WA 98101

William Serres (CRD# 4487287) is an Investment Advisor Representative working at Bbjs Financial Advisors, LLC in Seattle, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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