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Jason Stephen Martel

Martel Wealth Advisors, LLC

Vancouver, WA

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Current Employers
Martel Wealth Advisors, Llc

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-08-02
  • WA RA
    APPROVED
    Since 2018-08-02

Branch Locations

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • 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
Martel Wealth Advisors Vancouver WA 10/2015 Present
Kms Financial Services, Inc. Seattle WA 03/2016 12/2018
  • 10/2015 → Present
    Martel Wealth Advisors
    Vancouver, WA
  • 03/2016 → 12/2018
    Kms Financial Services, Inc.
    Seattle, WA
Previous Registrations
  • 2016-03-28 → 2018-12-31
    Kms Financial Services, Inc.
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-26
  • S65 Uniform Investment Adviser Law Examination
    2016-03-26
Designations

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
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