John Francis Kiley

Current Employers

Employment History

• 07/2009 → Present
  Kiley Juergens Wealth Management
  Olympia, WA
• 12/2015 → 11/2018
  Signator Investors, Inc.
  Lafayette, CA
• 11/2018 → 04/2026
  Osaic Wealth, Inc.
  Olympia, WA
• 04/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-09-08 → 2010-12-31
  Kiley Juergens Wealth Management, Llc
  Olympia, WA
• 2007-08-13 → 2009-09-28
  Choreo, Llc
  Olympia, WA
• 2009-09-08 → 2009-09-08
  Pacific West Financial Consultants Inc
  Renton, WA
• 1994-02-03 → 2007-08-16
  Citigroup Global Markets Inc.
  Olympia, WA
  Olympia, WA

Other Businesses

1) Kiley Juergens Wealth Management, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 04//2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) OLYMPIA HIGH SCHOOL HEAD BASKETBALL COACH NON-INVESTMENT RELATED COACH THE BASKETBALL TEAM. 6/1/2015, 75 HRS/MO. OF WHICH 10% OCCURS DURING SECURITIES TRADING HOURS.... 3) C & B, LLC POSITION: member NATURE: C&B LLC. The kiley and juergens families are 50/50 joint owner. The only assets in C&B is the building that Kiley Juergens Wealth Management LLC uses. 2409 Pacific Ave Se, Olympia, WA 98501. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 1503 28th Ave SE, Olympia WA 98501, United States DESCRIPTION: LLC Member 4) KILEY JUERGENS WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2009 ADDRESS: 2409 Pacific Ave SE, Olympia WA 98501, United States DESCRIPTION: Provide investment guidance and management 5) OLYMPIA HOOPS "OLY HOOPS" POSITION: President NATURE: Supports Olympia Basketball INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 3420 Newbury Ct SE, Olympia WA 98501, United States DESCRIPTION: Run a non-profit to support Olympia Basketball. Do nothave access to write checks. 6) 6844 BREEZE LLC POSITION: Member NATURE: LLC created to invest in a rental house. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2020 ADDRESS: 7421 20th Ave SE, Olympia WA 98503, United States DESCRIPTION: LLC Member 7) TOP CARD SWAP LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/21/2024 ADDRESS: 7421 20th Ave SE, Olympia WA 98503, United States DESCRIPTION: I will help fund the development of this entity. I will help procure accounting/legal representation for this company.Three members: John Kiley, Jack Kiley (son), Jesse Pittman? 8) VARSITY SPORTS LIVE, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2025 ADDRESS: 1100 Dexter Ave N STE 100, Seattle WA 98109, United States DESCRIPTION: LLC Member

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-23
• S63 Uniform Securities Agent State Law Examination
  1993-06-25