Emily Jane Bushong
Investment adviser representative at Kaizen Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$283.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kaizen Financial Advisors, LLCMar 2026 to now
- Kaizen Financial Advisors, LLCSep 2025 to Feb 2026
- LPL Financial, LLCMay 2018 to Sep 2025
- Pence Wealth Management, Inc.May 2018 to Dec 2023
- Self EmployedJan 2018 to May 2018
- Training Consultants LLCJun 2017 to Jan 2018
- LPL Financial, LLCSep 2015 to May 2017
- Pence Wealth Management CorporationAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Kaizen Financial Advisors, LLC
$283.7MAssets managed
150Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550129
- Firm CRD
- 155353