Jeffrey Tiede Tolsma

Current Employers

Tolsma Investments, Llc

Bellevue, WA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2017-04-06

WA RA
APPROVED

Since 2017-04-06

Branch Locations

Bellevue, WA • 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

Organization	City	State	From	To
Fidelity Investments	Bellevue	WA	03/2011	03/2017
Tolsma Investments, Llc	Newcastle	WA	03/2017	Present

03/2011 → 03/2017

Fidelity Investments

Bellevue, WA
03/2017 → Present

Tolsma Investments, Llc

Newcastle, WA

Previous Registrations

2012-10-23 → 2017-03-06

Strategic Advisers Llc

Bellevue, WA

Other Businesses

Mr. Tolsma is a licensed insurance agent in order to offer education and advice to his clients; he does not earn a commission or residual income for this service.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-16
S63	Uniform Securities Agent State Law Examination	2011-07-01

S66 Uniform Combined State Law Examination

2012-10-16
S63 Uniform Securities Agent State Law Examination

2011-07-01

Other Names

Jeffrey Tolsma
Jeffrey Tiede Tolsma
Jeff Tiede Tolsma

View on SEC IAPD