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11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-07 |
| WA | RA | APPROVED | 2018-07-16 |
Branch Locations
11235 Se 6Th Street, Suite 110, Bellevue, WA 98004 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 07/2018 |
| Mars Jewett Financial Group, Inc. | Bellevue | WA | 07/2018 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 07/2018 | Present |
1. MARS JEWETT FINANCIAL GROUP, INC., START DATE: 7/16/18, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, CORPORATION, RIA, FINANCIAL ADVISOR/OWNER, MEET WITH CLIENTS TO DISCUSS PORTFOLIOS AND ASSIST IN THEIR FINANCIAL PLANNING NEEDS. AS AN OWNER OF MARS JEWETT FINANCIAL GROUP I HELP MANAGE OUR TEAM OF EMPLOYEES AND HIRE NEW ONES AS NECESSARY, INVESTMENT RELATED, 175 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENT, START DATE: 1996, 11235 SE 6TH STREET, BELLEVUE, WA 98004, SOLE-PROPRIETOR, INSURANCE AGENT, WE HAVE NOT WRITTEN ANY FIXED INSURANCE BUSINESS IN SEVERAL YEARS AND DON'T INTEND TO GOING FORWARD, WE SERVICE SOME EXISTING POLICIES, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. BELLEVUE CHRISTIAN SCHOOL TRUST AND INVESTMENT COMMITTEE BOARD MEMBER, START DATE: 9/2015, SERVING ON THE BOARD THAT MONITORS THE BELLEVUE CHRISTIAN SCHOOL INVESTMENTS, BOARD MEMBER, WE MEET QUARTERLY TO MONITOR THE SCHOOL'S INVESTMENTS TO MAKE SURE THINGS ARE ON TRACK TO MEET THE SCHOOL GOALS AND MONITOR THEM COMPARED TO THE INVESTMENT POLICY STATEMENT. BOARD MEMBERS ALL SIGN A CONFLICT OF INTEREST STATEMENT THAT SAYS NO INVESTING CAN BE DONE THROUGH ANY OF THE BOARD MEMBERS. I AM INVOLVED IN THIS TO HELP THE SCHOOL NOT TO MAKE MONEY AND NON OF THE ACCOUNTS ARE OPENED THROUGH OUR FIRM, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. REPUBLICAN PRECINCT COMMITTEE OFFICER, START DATE: 11/1994, VOLUNTEER POSITION IN SUPPORT OF LOCAL REPUBLICAN CANDIDATES FOR OFFICE, THIS IS A VOLUNTEER POSITION THAT PROVIDES SUPPORTS TO LOCAL REPUBLICAN CANDIDATES FOR OFFICE WITHIN MY NEIGHBORHOOD, TECHNICALLY AN ELECTED POSITION SINCE I SHOW UP ON THE BALLOT IN MY PRECINCT, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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