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Jacob Crawford Koodrich

Badgley Phelps Wealth Managers

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-02-28
  • WA RA
    APPROVED
    Since 2024-02-28

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brean Capital, Llc Kirkland WA 04/2016 03/2019
Build Asset Management, Llc Seattle WA 01/2020 08/2023
Unemployed Seattle WA 03/2019 01/2020
Badgley Phelps Wealth Managers, Llc Seattle WA 02/2024 Present
Unemployed Seattle WA 09/2023 01/2024
  • 04/2016 → 03/2019
    Brean Capital, Llc
    Kirkland, WA
  • 01/2020 → 08/2023
    Build Asset Management, Llc
    Seattle, WA
  • 03/2019 → 01/2020
    Unemployed
    Seattle, WA
  • 02/2024 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
  • 09/2023 → 01/2024
    Unemployed
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-03-03
  • S63 Uniform Securities Agent State Law Examination
    2011-03-03
Designations
Other Names
  • Jacob C Koodrich
  • Jake Crawford Koodrich

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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