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Jeffrey Mark Walters

Advisia Financial Planning

Bellevue, WA

CRD 3264870

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Employer firm

Advisia Financial Planning CRD 340257

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Advisia Financial Planning

14205 Se 36Th Street Suite 100, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-01
  • WA RA
    APPROVED
    Since 2026-06-01

Branch Locations

14205 Se 36Th Street Suite 100, Bellevue, WA 98006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers Seattle WA 06/2016 05/2022
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 05/2022
Retired Snoqualmie WA 05/2022 01/2026
Advisia Financial Planning, Llc Snoqualmie WA 01/2026 Present
  • 06/2016 → 05/2022
    Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers
    Seattle, WA
  • 08/2021 → 05/2022
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
  • 05/2022 → 01/2026
    Retired
    Snoqualmie, WA
  • 01/2026 → Present
    Advisia Financial Planning, Llc
    Snoqualmie, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-25
S63 Uniform Securities Agent State Law Examination 1999-12-15
  • S66 Uniform Combined State Law Examination
    2000-09-25
  • S63 Uniform Securities Agent State Law Examination
    1999-12-15
Designations
  • Certified Financial Planner
Other Names
  • Jeff Mark Walters
  • Jeff Mark Walters

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
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Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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