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JM

Jeffrey T. Martin

CAPITAL INVESTMENT MANAGEMENT
EDMONDS, WA
Some features on this profile are disabled
CRD#: 2679178
JM

Professional summary

Jeffrey Thomas Martin, ChFC® is a registered financial advisor currently at CAPITAL INVESTMENT MANAGEMENT located in Edmonds, Washington.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Martin's CRS (Customer Relationship Summary).

Certified licenses

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

Chartered Financial Consultant

Experience

Current

March 27, 2002 - Present

CAPITAL INVESTMENT MANAGEMENT

RIA
CRD#: 119481
EDMONDS, WA
Past

September 16, 1997 - April 9, 2002

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

November 6, 1995 - September 25, 1997

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(3/27/2002)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/3/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/16/2002
General Securities Principal Examination

Current Firm

CI
CAPITAL INVESTMENT MANAGEMENT
CAPITAL INVESTMENT MANAGEMENT | CIM FINANCIAL GROUP, INC. | CHRISTIAN INVESTMENT MANAGEMENT, INC. | CHRISTIAN INVESTMENT MANAGEMENT | CAPITAL INVESTMENT MANAGEMENT, INC.

CRD#: 119481 / SEC#:

Washington
Registered Investment Advisory firm - (3/27/2002 Approved)
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Contact information

Main Address
999 N. Northlake Way Suite 215, Seattle, WA 98103
Mailing Address
Phone number
(425) 672-7875
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts88
AUM (Assets Under Management)$ 8,772,568

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.

Company Information

CAPITAL INVESTMENT MANAGEMENT

CRD#: 119481Edmonds, WA

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