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Jadyn Custis Kerns-Funk

Blue Water Wealth

Portland, OR

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Current Employers
Blue Water Wealth

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-01-04
OR RA APPROVED 2020-09-18
TX RA APPROVED 2020-09-18
  • WA RA
    APPROVED
    Since 2021-01-04
  • OR RA
    APPROVED
    Since 2020-09-18
  • TX RA
    APPROVED
    Since 2020-09-18

Branch Locations

500 Sw 116Th Avenue, Portland, OR 97225 • 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
Blue Water Wealth, Inc. Portland OR 03/2020 Present
Fisher Investments Camas WA 06/2019 03/2020
University Of Puget Sound Tacoma WA 09/2018 05/2019
University Of Puget Sound Tacoma WA 08/2015 05/2019
Michaels Arts & Crafts Tualatin OR 05/2017 08/2017
Tilly's Tualatin OR 05/2017 08/2017
  • 03/2020 → Present
    Blue Water Wealth, Inc.
    Portland, OR
  • 06/2019 → 03/2020
    Fisher Investments
    Camas, WA
  • 09/2018 → 05/2019
    University Of Puget Sound
    Tacoma, WA
  • 08/2015 → 05/2019
    University Of Puget Sound
    Tacoma, WA
  • 05/2017 → 08/2017
    Michaels Arts & Crafts
    Tualatin, OR
  • 05/2017 → 08/2017
    Tilly's
    Tualatin, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-17
  • S65 Uniform Investment Adviser Law Examination
    2020-09-17

View on SEC IAPD

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