Jedediah Sires
Sound Investment Strategies · Bothell, Washington
Jedediah Sires is a fee-only financial advisor at Sound Investment Strategies in Bothell, Washington. Jedediah focuses on retirement planning and tax planning. Sound Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sound Investment Strategies |
|---|---|
| Based in | Bothell, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $63.4M across 231 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 4553936 |
| Exams passed | Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investsoundly.com |
How Jedediah's firm compares
- Sound Investment Strategies's average account is about $274,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Jedediah
Is Jedediah Sires a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jedediah holds no broker registration, and Sound Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jedediah charge for financial advice?
Jedediah's firm, Sound Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jedediah Sires based?
Jedediah Sires is based in Bothell, Washington.
What does Jedediah specialize in?
Jedediah's specialties include retirement planning and tax planning.
Is Jedediah Sires registered with the SEC?
Yes. Jedediah Sires is registered as an investment adviser representative in CA and WA (CRD 4553936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Investment Strategies manage?
Sound Investment Strategies reports $63.4M across 231 accounts in assets under management.
How do I contact Jedediah Sires?
Through Jedediah's website, www.investsoundly.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sound Investment Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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