Brian
Mars

Marsjewett Financial Group

CRD#4694440
Investment Advisor
in Bellevue, WA

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About this Advisor

Brian Mars is a financial advisor based in Bellevue, Washington, working with Marsjewett Financial Group. Brian has previously held positions at Cetera Advisor Networks, Mars Jewett Financial Group, Inc, and Mutual Securities, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Brian is part of Marsjewett Financial Group, which operates out of Bellevue, Washington. The firm has 14 employees and manages assets totaling $643.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Marsjewett Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11235 Se 6Th Street, Suite 110
Bellevue, WA 98004

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Marsjewett Financial Group Brokerage Details

Total Assets Under Management

$643,113,832

WA Average: $3,566,627,242
Total Number of Employees

14

WA Average: 46
Total Number of Accounts

1,828

WA Average: 1,499
Average Account Size

$351,813

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Mars Work History

2018 - Present (6 years)

Mars Jewett Financial Group, Inc

2018 - Present (6 years)

Mutual Securities, Inc

2013 - 2018 (5 years)

Cetera Advisor Networks

Disclosures

Please visit the SEC profile of Brian Mars to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Marsjewett Financial Group

Lucas Baker
Bellevue, WA
John Wright
Bellevue, WA
Glenn Mars
Bellevue, WA
Scott Jewett
Bellevue, WA
Brian Mars
Bellevue, WA
Andrew Hall
Bellevue, WA
Elizabeth Sowle
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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