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James Kevin Callaghan

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington
Series 65Clean record42 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC
1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 2767423Firm CRD# 315440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Kevin Callaghan · SEATTLE, WA
Registration
CRD #2767423 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 42 years registered
Brand Profile
Not yet started
01

Career History

BADGLEY PHELPS WEALTH MANAGERS
Aug 2021 – present
BADGLEY PHELPS WEALTH MANAGERS
Sep 1983 – Aug 2021
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 2, 1983
Years registered · 42
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD 315440 · SEC 801-121830
AUM
$5.1B
Regulatory assets under management
Employees
37
2,648 client accounts
Services offered by BADGLEY PHELPS WEALTH MANAGERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Kevin Callaghan offer?
James Kevin Callaghan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are James Kevin Callaghan's credentials?
James Kevin Callaghan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kevin Callaghan located?
James Kevin Callaghan is based in SEATTLE, Washington, working with BADGLEY PHELPS WEALTH MANAGERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does James Kevin Callaghan charge for services?
James Kevin Callaghan'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 BADGLEY PHELPS WEALTH MANAGERS, LLC?
BADGLEY PHELPS WEALTH MANAGERS, LLC has approximately 37 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC

Julie Louise Parisio Roy
SEATTLE, WA
Curtis Lee Pepin
SEATTLE, WA
Megan Elizabeth Wiley
SEATTLE, WA
Mitzi Wilson Carletti
SEATTLE, WA
Patrick David Rodgers
SEATTLE, WA
Calvin Mandel Spranger
SEATTLE, WA

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