Elizabeth A. Sowle

MARSJEWETT FINANCIAL GROUP

Bellevue, WA 98004

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CRD#: 4328630

Professional summary

Elizabeth Ann Sowle, CFP®, who also goes by Elizabeth Ann Flores, Elizabeth Ann Ramey, Ramey, is a registered financial advisor currently at MARSJEWETT FINANCIAL GROUP located in Bellevue, Washington.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elizabeth has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Ann Flores | Elizabeth Ann Ramey | Ramey

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. MARS JEWETT FINANCIAL GROUP, INC., START DATE: 7/16/2018, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, CORPORATION, RIA, FINANCIAL ADVISOR, MEETING WITH CLIENTS TO ADVISE ON THEIR FINANCIAL PLANS, INVESTMENT RELATED, 173 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Sowle's CRS (Customer Relationship Summary).

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: 2021

Experience

Current

July 16, 2018 - Present

MARSJEWETT FINANCIAL GROUP

Office #1: 11235 Se 6th Street, Suite 110, Bellevue, WA 98004

RIA

CRD#: 297388

Bellevue, WA

Past

July 16, 2018 - December 31, 2020

MUTUAL SECURITIES, INC.

CRD#: 13092

BELLEVUE, WA

Past

September 27, 2016 - July 19, 2018

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BELLEVUE, WA

Past

January 24, 2001 - July 19, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BELLEVUE, 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".

MARSJEWETT FINANCIAL GROUP

MARS JEWETT FINANCIAL GROUP, INC. | MARSJEWETT FINANCIAL GROUP, INC | MARSJEWETT FINANCIAL GROUP

CRD#: 297388 / SEC#: 801-113548

RIA

Registered Investment Advisory firm - (7/6/2018 Approved)

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
(7/16/2018)

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 66

Date: 2/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2001

General Securities Representative Examination

Current Firm

MARSJEWETT FINANCIAL GROUP

MARS JEWETT FINANCIAL GROUP, INC. | MARSJEWETT FINANCIAL GROUP, INC | MARSJEWETT FINANCIAL GROUP

CRD#: 297388 / SEC#: 801-113548

RIA

Registered Investment Advisory firm - (7/6/2018 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(425) 289-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MARS JEWETT FINANCIAL GROUP, INC. (10/7/2025)

Regulatory assets under management

Total Number of Accounts	1,967
AUM (Assets Under Management)	$ 734,675,738

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.

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Elizabeth A. Sowle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Sowle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARSJEWETT FINANCIAL GROUP

MUTUAL SECURITIES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

MARSJEWETT FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2001

Current Firm

MARSJEWETT FINANCIAL GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARSJEWETT FINANCIAL GROUP

TRUST BUT VERIFY

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