Martin Edwin Juergens

Current Employers

Employment History

• 09/2009 → Present
  Kiley Juergens Wealth Management
  Olympia, WA
• 12/2015 → 11/2018
  Signator Investors, Inc.
  Lafayette, CA
• 11/2018 → 04/2026
  Osaic Wealth, Inc
  Olympia, WA
• 04/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-09-08 → 2010-12-31
  Kiley Juergens Wealth Management, Llc
  Olympia, WA
• 2007-08-13 → 2009-09-28
  Choreo, Llc
  Olympia, WA
• 2009-09-08 → 2009-09-08
  Pacific West Financial Consultants Inc
  Renton, WA
• 2003-01-17 → 2007-08-16
  Citigroup Global Markets Inc.
  Olympia, WA
  Olympia, WA

Other Businesses

1. JJMH LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 0; SEC HRS: 0; 12/01/11; 1503 28TH AVE, OLYMPIA WA 98501; DESCRIPTION: MY COUSIN AND HER HUSBAND RUN THE DAY TO DAY. 2. INSURANCE SALES POSITION: INSURANCE AGENT; INV RELATED: Yes; HRS: 5; SEC HRS: 5; 03/01/03; 2409 PACIFIC AVE SE, OLYMPIA WA 98501; DESCRIPTION: INSURANCE AGENT 3. YELM STORAGE POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 0; 10/01/12; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: OUR FAMILY STARTED YELM STORAGE LLC 4. LACEY STORAGE POSITION: MEMBER NATURE: LLC; INVT RELATED: Yes; HRS: 1; SEC HRS: 0; 08/15/15; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MY FAMILY CREATED THE LACEY STORAGE LLC 5. JUERGENS FAMILY LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 3; SEC HRS: 0; 01/01/09; 3511 Victoria Ct SE, OLYMPIA WA 98501; DESCRIPTION: PARENTS PUT A FEW COMMERCIAL BUILDINGS INTO THE LLC 6. R4PLEX LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 08/01/18; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MY WIFE AND I CREATED R4PLEX LLC TO INVEST IN 4-PLEXES 7. MHMLB LLC; POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; ; H;RS: 1; SEC HRS: 1; 05/22/17; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MHMLB LLC IS OWNED BY MY WIFE AND I, INVESTED INTO AN APARTMENT COMPLEX 8. ESKRIDGE LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 3; SEC HRS: 0; 06/01/10; 1503 28TH AVE, OLYMPIA WA 98501; DESCRIPTION: Storage Units 9. JGJ LLC; POSITION MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 05/16/17; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: THREE FAMILY CREATED THIS LLC TO BUY A COMMERCIAL BUILDING IN TUMWATER, WA Are other member of the LLC securities clients? No; 10. THE FIR GROVE BUSINESS PARK POSITION: BOARD MEMBER; NATURE: NON-PROFIT; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 01/01/06; 2409 PACIFIC AVE SE, OLYMPIA WA 98501; DESCRIPTION: I AM A BOARD MEMBER FOR THE BUSINESS PARK THAT WE C&B LLC AND JUERGENS FAMILY LLC OWNS BUILDINGS. 12. RENO 6 LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2020 ADDRESS: 3511 Victoria Ct SE, Olympia WA 98501, DESCRIPTION: Total Passive Investor. 13. C&B LLC POSITION: Member NATURE: LLC The Kiley and Juergens family are 50%/50% owners, assets is a building that Kiley Juergens Wealth MGMT LLC uses, 2409 Pacific Ave SE Olympia WA 98501 INVESTMENT RELATED: Yes No OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 1503 28TH Ave SE, Olympia WA 98501 DESCRIPTION: Shareholder 14. KILEY JUERGENS WEALTH MANAGEMENT, LLC POSITION: Owner/CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2009 ADDRESS: 2409 Pacific Ave SE, Olympia WA 98501 DESCRIPTION: Provide investment guidance/management 15. 28TH AVE SE LLC POSITION: Member NATURE: 28th Ave SE LLC? is owned by my wife, Heidi, and me to invest in real estate to pass down to our children. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2023 ADDRESS: 1503 28th Ave SE, Olympia WA 98501 DESCRIPTION: Member 16. OUR BURG REAL ESTATE, LLC POSITION: Member NATURE: My wife and I created Our Burg Real Estate, LLC to invest in a residential property in Ellensburg, WA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/27/2025 ADDRESS: 1503 28th Ave SE, Olympia WA 98501, United States DESCRIPTION: LLC Member 17. Providence Southwest Washington Foundation. POSITION: Board member INVESTMENT RELATED: No NUMBER OF HOURS: less than 1 SECURITIES TRADING HOURS: less than 1 START DATE: 04/15/2026 ADDRESS: 413 Lilly Rd. NE Olympia, WA 98506

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-08
• S63 Uniform Securities Agent State Law Examination
  2002-12-31

Other Names

• Marty Edwin Juergens
• Marty E Juergens