Gary F. Jeweler

EVOLVE FINANCIAL

SEATTLE, WA

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CRD#: 3010702

Professional summary

Gary Frederick Jeweler, CFP® is a registered financial advisor currently at EVOLVE FINANCIAL located in Seattle, Washington.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gary has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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 Gary Frederick Jeweler'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

December 15, 2020 - Present

EVOLVE FINANCIAL

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

March 9, 1998 - December 4, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(12/15/2020)

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: 3/14/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/1998

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: 3/5/1998

General Securities Representative Examination

Current Firm

EVOLVE FINANCIAL

EVOLVE FINANCIAL | JEWELER AND ASSOCIATES LLC

CRD#: 309676 / SEC#:

Washington

Registered Investment Advisory firm - (12/15/2020 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

Po Box 18876, Seattle, WA 98118

Phone number

(206) 472-0311

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 10,968,398

Red Flags

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

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Firm Stability Insights

Gary F. Jeweler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Frederick Jeweler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/1998

Series 63

Date: 3/14/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1998

Current Firm

EVOLVE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVOLVE FINANCIAL

TRUST BUT VERIFY

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