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Current Employers
Marsjewett Financial Group

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-07
WA RA APPROVED 2018-07-16
  • AZ RA
    APPROVED
    Since 2024-06-07
  • WA RA
    APPROVED
    Since 2018-07-16

Branch Locations

11235 Se 6Th Street, Suite 110, Bellevue, WA 98004 • United States

Surprise, AZ • 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
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
  • 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
  • 2001-05-03 → 2018-07-19
    Cetera Wealth Services, Llc
    Bellevue, WA
    Bellevue, WA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-11
S63 Uniform Securities Agent State Law Examination 1995-03-16
  • S65 Uniform Investment Adviser Law Examination
    1997-10-11
  • S63 Uniform Securities Agent State Law Examination
    1995-03-16
Designations

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