Elizabeth Ann Sowle

Employer firm

Marsjewett Financial Group CRD 297388

$901M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → 06/2018
  Capital Planning Corp.
  Bellevue, WA
• 01/2013 → 07/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2018 → Present
  Mars Jewett Financial Group, Inc.
  Bellevue, WA
• 07/2018 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2016-09-27 → 2018-07-19
  Cetera Wealth Services, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

1. MARS JEWETT FINANCIAL GROUP, INC., START DATE: 7/16/2018, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, CORPORATION, RIA, FINANCIAL ADVISOR, MEETING WITH CLIENTS TO ADVISE ON THEIR FINANCIAL PLANS, INVESTMENT RELATED, 173 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-20

Other Names

• Ramey
• Elizabeth Ann Flores
• Elizabeth Ann Ramey