William Francis Serres

Employer firm

Bbjs Financial Advisors, LLC CRD 115969

$332M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INVESTMENT CONSULTATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Bbjs Financial Advisors, Llc
  Seattle, WA
• 12/1997 → Present
  Bancroft Buckley Johnston & Serres Llp
  Seattle, WA

Other Businesses

BANCROFT BUCKLEY JOHNSTON & SERRES LLP IS A CERTIFIED PUBLIC ACCOUNTING FIRM. IT IS NOT INVESTMENT RELATED. 1501 FOURTH AVE. SUITE 2070 SEATTLE, WA 98101 WILLIAM SERRES BECAME A PARTNER ON JULY 1, 2000. WILLIAM WAS A STAFF ACCOUNTANT FROM DECEMBER 16, 1997 TO JUNE 30, 2000. WILLIAM DEVOTES APPROXIMATELY 133 HOURS/MONTH TO THE ACCOUNTING FIRM. MOST OF WILLIAM'S TIME IS DEVOTED TO THE ACCOUNTING FIRM DURING THE SECURITIES TRADING HOURS.

Designations

• Certified Financial Planner

Other Names

• William F. Serres