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Johan Erik Strand

Badgley Phelps Wealth Managers

Seattle, WA

CRD 7704787

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Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

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

Current Employers
Badgley Phelps Wealth Managers

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-06
  • WA RA
    APPROVED
    Since 2023-03-06

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
Badgley Phelps Wealth Managers, Llc Seattle WA 02/2023 Present
Swedbank Robur Stockholm 12/2007 06/2019
Jsre Seattle WA 07/2019 01/2023
  • 02/2023 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
  • 12/2007 → 06/2019
    Swedbank Robur
    Stockholm
  • 07/2019 → 01/2023
    Jsre
    Seattle, WA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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