Jason Martel (CRD# 6577814) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 8 years of experience in the finance industry. Jason Martel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4102925
Avantax Advisory Services
CRD# 6461758
Rbc Capital Markets, LLC
CRD# 5683416
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martel Wealth Advisors | Vancouver, WA | Oct 2015 - Current | 8 |
| Kms Financial Services, Inc. | Seattle, WA | Mar 2016 - Dec 2018 | 2 |
| Univeristy Of San Francisco | San Francisco, CA | Aug 2014 - Oct 2015 | 1 |
| Martel Wealth Advisors | Vancouver, WA | Jun 2014 - Aug 2014 | < 1 |
| University Of Washington | Seattle, WA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- WA
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Total Assets Under Management1,079MILLIONS
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Total Number of Accounts2,662ACCOUNTS
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Average Account Value$405,489
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, FL, HI, ID, MT, NV, OR, TX, UT, WA
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