James Callaghan has been Wealth Manager of Badgley Phelps Wealth Managers since June 2021, is a control person of the firm and directly owns under 5% of it. James Callaghan holds a Bachelor of Arts from the University of Puget Sound.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Kevin Callaghan is Wealth Manager of Badgley Phelps Wealth Managers. He has been part of the firm's team since 1983 and has worked with estates, trusts, family partnerships and other topics relating to wealth management in a complex taxable environment.
James Callaghan’s longest registration was 37 years at Badgley Phelps Wealth Managers (1983–2021). Before joining Badgley Phelps Wealth Managers in 2021, James Callaghan was registered through Badgley Phelps Wealth Managers.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 37 yearsSeattle, WA · Adviser representative · Firm CRD 108392
Investment adviser representative registrations
James Callaghan is registered as an investment adviser representative in Washington, since August 2021.
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Kevin Callaghan
- CRD
- 2767423
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Wealth Manager
- Office
- 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
- Registration
- Investment adviser registration
- In the industry since
- September 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does James Callaghan work?
James Callaghan has been Wealth Manager of Badgley Phelps Wealth Managers, LLC since June 2021, and is a control person of the firm.
Is James Callaghan a financial advisor?
Yes. James Callaghan has a current investment-adviser registration in Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does James Callaghan have?
James Callaghan has 43 years in the financial industry, since September 1983, across 2 adviser firms.
What exams has James Callaghan passed?
James Callaghan passed the Series 65 in June 1996.
Where did James Callaghan work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, James Callaghan was registered through Badgley Phelps Wealth Managers (CRD 108392), September 1983 to August 2021.
Where is James Callaghan based?
James Callaghan’s registered office is in Seattle, WA.
Is James Callaghan registered with FINRA?
No. James Callaghan has no current broker registration.
How can I verify James Callaghan’s record?
Search CRD 2767423 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Callaghan’s full registration record.
Julie Parisio RoyChief Executive Officer and Wealth Manager
David SprattChief Compliance Officer and Chief Operating Officer
Michael GerkeWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Patrick RodgersWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Timothy ThomasChief Investment Officer and Wealth Manager
Katherine WhamWealth Manager
Megan WileyWealth Manager and Financial Planner