Jacob Crawford Koodrich
Investment Adviser Representative at Badgley Phelps Wealth Managers
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Crawford Koodrich is an investment adviser representative with Badgley Phelps Wealth Managers in Seattle, WA, where they have been registered since 2024. They have worked in the securities industry since 2011 and were previously registered with Build Asset Management. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Brean Capital, LLCApr 2016 – Mar 2019Kirkland, WA
- Build Asset Management, LLCJan 2020 – Aug 2023Seattle, WA
- UnemployedMar 2019 – Jan 2020Seattle, WA
- Badgley Phelps Wealth Managers, LLCFeb 2024 – no end date reportedSeattle, WA
- UnemployedSep 2023 – Jan 2024Seattle, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Badgley Phelps Wealth Managers
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- First $5,000,0000.90%
- Next $5,000,0000.70%
- Amount over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Seattle, WA
- SEC file number:
- 801-121830
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Badgley Phelps Wealth Managers
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Crawford Koodrich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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