First Washington Corporation

First Washington Corporation (CRD# 6681) is a financial advisory firm headquartered in Seattle, WA. They manage $211,982,089 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $4,510,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at First Washington Corporation
Showing 1 - 3 of 3 top financial advisors.
1
John P. Morbeck
CRD#: 339632
601 Union Street, Suite 3701, Seattle, WA 98101
93
Wealthminder
score

John Morbeck (CRD# 339632) is an Investment Advisor Representative working at First Washington Corporation in Seattle, WA and has over 21 years of experience in the finance industry.

2
Ashkaan R. Jaberi
CRD#: 5924938
2001 6th Ave, Ste 3400, Seattle, WA 98121
90
Wealthminder
score

Ashkaan Jaberi (CRD# 5924938) is an Investment Advisor Representative working at First Washington Corporation in Seattle, WA and has over 4 years of experience in the finance industry.

3
David D. Lewis
CRD#: 1004661
2001 6th Ave, Ste 3400, Seattle, WA 98121
51
Wealthminder
score

David Lewis (CRD# 1004661) is an Investment Advisor Representative working at First Washington Corporation in Seattle, WA and has over 31 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.