Jeffrey N. Cashman

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CRD#: 2048489

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Norman Cashman was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1990. Jeffrey had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)10/2017 - REAL ESTATE RENTAL - MORTH CASHMAN LLC - 503 COLVILLE WAY LACONNER, WA 98257 - 1% - INVESTMENT RELATED - LACONNER, WA 98257 2)09/2010 - REAL ESTATE RENTAL - JJMC Properties Inc - 1264 BELLEVUE WAY BELLEVUE, WA 98004 - 1% - INVESTMENT RELATED - BELLEVUE, WA 98004 3)09/1979 - ATTORNEY AT LAW - JEFFREY CASHMAN - 1% - NOT INVESTMENT RELATED - REDMOND, WA 98052 4) 7/20/2020 - Cashman Consulting - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/1998. 5) 1/14/2022 - CJJ Properties, LLC - Investment Related - Home Based & Seattle, WA - Real Estate Rental - Started 01/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 6) 1/19/2022 - SCS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/03/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through SCS, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 02/04/2022 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/03/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 8) 2/1/2023 - Public Health District Hospital - Not Investment Related - 12040 NE 128th Street Kirkland, WA 98034 - Non-Profit Board Member - Start Date - 05/01/2023 - 30 Hours Per Month/10 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 14, 2022 - December 31, 2023

SCS

RIA

CRD#: 310849

Bellevue, WA

Past

July 20, 2020 - December 31, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLEVUE, WA

Past

July 20, 2020 - December 31, 2023

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

April 19, 2016 - July 21, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Redmond, WA

Past

February 1, 2005 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

REDMOND, WA

Past

February 1, 2005 - July 21, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

REDMOND, WA

Past

April 17, 2003 - February 8, 2005

ADMINISTRATIVE SYSTEMS, INC.

CRD#: 125997

SEATTLE, WA

Past

March 17, 2000 - December 31, 2005

CASHMAN CONSULTING & INVESTMENTS, LLC.

RIA

CRD#: 115978

REDMOND, WA

Past

October 28, 1994 - April 17, 2003

ADMINISTRATIVE SYSTEMS, INC.

RIA

CRD#: 13812

SEATTLE, WA

Past

June 22, 1990 - April 17, 2003

ADMINISTRATIVE SYSTEMS, INC.

CRD#: 13812

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/19/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

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Contact information

Main Address

10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004

Mailing Address

Phone number

(425) 452-1222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCS ADV PART 2A (3/25/2025)

SCS WRAP BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,472
AUM (Assets Under Management)	$ 1,637,626,061

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jeffrey N. Cashman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ADMINISTRATIVE SYSTEMS, INC.

CASHMAN CONSULTING & INVESTMENTS, LLC.

ADMINISTRATIVE SYSTEMS, INC.

ADMINISTRATIVE SYSTEMS, INC.

Primary Firm SEC Registration

SCS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/1994

Series 63

Date: 6/19/1990

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2004

Series 6

Date: 6/19/1990

Current Firm

SCS

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCS

TRUST BUT VERIFY

Contact information

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