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John Francis Kiley

KILEY JUERGENS WEALTH MANAGEMENT, LLC·OLYMPIA, Washington
Unclaimed Profile
2409 PACIFIC AVE SE, OLYMPIA, WA 98501CRD# 2343432Firm CRD# 151088
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About

John Francis Kiley is a registered financial advisor based in OLYMPIA, Washington, affiliated with KILEY JUERGENS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2343432
Firm CRD# 151088
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Francis Kiley offer?
John Francis Kiley specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are John Francis Kiley's credentials?
John Francis Kiley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Kiley located?
John Francis Kiley is based in OLYMPIA, Washington, working with KILEY JUERGENS WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does John Francis Kiley charge for services?
John Francis Kiley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILEY JUERGENS WEALTH MANAGEMENT, LLC?
KILEY JUERGENS WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OLYMPIA
Kevin Lee Slater — SOUNDVIEW ADVISORS, INC.Kevin M Rigg — SOUNDVIEW ADVISORS, INC.Martin Edwin Juergens — KILEY JUERGENS WEALTH MANAGEMENT, LLCAngela Elaine Vlach — FINANCIAL ADVOCATES INVESTMENT MANAGEMENTCheryl Lynn Karboski — FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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