RIA Intelligence

BBJS FINANCIAL ADVISORS, LLC

CRD #115969 SEC #801-121432 SEATTLE, WA 206-682-4840
SEC Registered
Total AUM
$291.2M
Discretionary
$287.3M
Employees
2
Clients
10
Accounts
85

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERE Control
BUCKLEY, MELINDA, A.IMEMBERC Control
BUCKLEY, MELINDA, ANNIMEMBERC Control
JOHNSTON, JOHN, P.IMEMBERC Control
JOHNSTON, JOHN, PATRICKIMEMBERC Control
SERRES, WILLIAM, F.IPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERC Control
SERRES, WILLIAM, FRANCISIPRESIDENT/MANAGER - CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (2)

CA WA

Address

1501 FOURTH AVENUE, SUITE 2880
SEATTLE, WA 98101
United States
Phone: 206-682-4840