Jason
Martel
Martel Wealth Advisors Inc
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About this Advisor
Jason Martel is a financial advisor based in Vancouver, Washington, working with Martel Wealth Advisors Inc. Jason has previously held positions at Martel Wealth Advisors, Kms Financial Services, Inc, and the University of San Francisco. Jason has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Jason is part of Martel Wealth Advisors Inc, which operates out of Vancouver, Washington. The firm has 12 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Martel Wealth Advisors Inc includes asset-based fees.
Certifications and Registrations
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Martel Wealth Advisors Inc Brokerage Details
$1,079,411,522
12
2,662
$405,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jason Martel Work History
Martel Wealth Advisors
Kms Financial Services, Inc
Univeristy Of San Francisco
Martel Wealth Advisors
Disclosures
Please visit the SEC profile of Jason Martel 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 Martel Wealth Advisors Inc
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Sequim, WA
Vancouver, 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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