MJ
Martin E. Juergens
KILEY JUERGENS WEALTH MANAGEMENT
Olympia, WA 98501
Some features on this profile are disabled
CRD#: 4604990
MJ
Professional summary
Martin Edwin Juergens, who also goes by Marty E Juergens, Marty Edwin Juergens, is a registered financial advisor currently at KILEY JUERGENS WEALTH MANAGEMENT, LLC located in Olympia, Washington and OSAIC WEALTH, INC. located in Olympia, Washington.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Martin has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marty E Juergens | Marty Edwin Juergens
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. JJMH LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 0; SEC HRS: 0; 12/01/11; 1503 28TH AVE, OLYMPIA WA 98501; DESCRIPTION: MY COUSIN AND HER HUSBAND RUN THE DAY TO DAY. 2. INSURANCE SALES POSITION: INSURANCE AGENT; INV RELATED: Yes; HRS: 5; SEC HRS: 5; 03/01/03; 2409 PACIFIC AVE SE, OLYMPIA WA 98501; DESCRIPTION: INSURANCE AGENT 3. YELM STORAGE POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 0; 10/01/12; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: OUR FAMILY STARTED YELM STORAGE LLC 4. LACEY STORAGE POSITION: MEMBER NATURE: LLC; INVT RELATED: Yes; HRS: 1; SEC HRS: 0; 08/15/15; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MY FAMILY CREATED THE LACEY STORAGE LLC 5. JUERGENS FAMILY LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 3; SEC HRS: 0; 01/01/09; 3511 Victoria Ct SE, OLYMPIA WA 98501; DESCRIPTION: PARENTS PUT A FEW COMMERCIAL BUILDINGS INTO THE LLC 6. R4PLEX LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 08/01/18; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MY WIFE AND I CREATED R4PLEX LLC TO INVEST IN 4-PLEXES 7. MHMLB LLC; POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; ; H;RS: 1; SEC HRS: 1; 05/22/17; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: MHMLB LLC IS OWNED BY MY WIFE AND I, INVESTED INTO AN APARTMENT COMPLEX 8. ESKRIDGE LLC POSITION: MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 3; SEC HRS: 0; 06/01/10; 1503 28TH AVE, OLYMPIA WA 98501; DESCRIPTION: Storage Units Are the other members of the LLC advisors? Other members are my family (Parents and siblings) Are the other members of the LLC clients? My family are also clients of our RIA. Are there any other functions of the LLC? No 9. JGJ LLC; POSITION MEMBER; NATURE: LLC; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 05/16/17; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: THREE FAMILY CREATED THIS LLC TO BUY A COMMERCIAL BUILDING IN TUMWATER, WA Are other member of the LLC securities clients? No; 10. THE FIR GROVE BUSINESS PARK POSITION: BOARD MEMBER; NATURE: NON-PROFIT; INV RELATED: Yes; HRS: 1; SEC HRS: 1; 01/01/06; 2409 PACIFIC AVE SE, OLYMPIA WA 98501; DESCRIPTION: I AM A BOARD MEMBER FOR THE BUSINESS PARK THAT WE C&B LLC AND JUERGENS FAMILY LLC OWNS BUILDINGS. 11. OLYMPIA BASKETBALL ACADEMY POSITION: PRESIDENT; NATURE: NON-PROFIT; INV RELATED: Yes; HRS: 2; SEC HRS: 0; 08/30/2017; 1503 28TH AVE SE, OLYMPIA WA 98501; DESCRIPTION: HELP WITH MANAGEMENT OF WORKING WITH THE SCHOOL DISTRICT, COACHING TWO TEAMS. 12. RENO 6 LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2020 ADDRESS: 3511 Victoria Ct SE, Olympia WA 98501, DESCRIPTION: Total Passive Investor. 13. C&B LLC POSITION: Member NATURE: LLC The Kiley and Juergens family are 50%/50% owners, assets is a building that Kiley Juergens Wealth MGMT LLC uses, 2409 Pacific Ave SE Olympia WA 98501 INVESTMENT RELATED: Yes No OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 1503 28TH Ave SE, Olympia WA 98501 DESCRIPTION: Shareholder 14. KILEY JUERGENS WEALTH MANAGEMENT, LLC POSITION: Owner/CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2009 ADDRESS: 2409 Pacific Ave SE, Olympia WA 98501 DESCRIPTION: Provide investment guidance/management 15. 28TH AVE SE LLC POSITION: Member NATURE: 28th Ave SE LLC? is owned by my wife, Heidi, and me to invest in real estate to pass down to our children. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2023 ADDRESS: 1503 28th Ave SE, Olympia WA 98501 DESCRIPTION: Member 16. OUR BURG REAL ESTATE, LLC POSITION: Member NATURE: My wife and I created Our Burg Real Estate, LLC to invest in a residential property in Ellensburg, WA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/27/2025 ADDRESS: 1503 28th Ave SE, Olympia WA 98501, United States DESCRIPTION: LLC Member
CRS (Client Relationship Summary) - RIA
Click below to view Martin Edwin Juergens'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®
NoneExperience
Current
February 28, 2011 - Present
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Office #1: 2409 Pacific Ave Se, Olympia, WA 98501RIA
CRD#: 151088
Olympia, WA
Current
November 2, 2018 - Present
OSAIC WEALTH, INC.
Office #1: 2409 Pacific Avenue, Se, Olympia, WA 98501RIA
BD
CRD#: 23131
Olympia, WA
Past
December 28, 2015 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
OLYMPIA, WA
Past
February 8, 2012 - December 28, 2015
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
OLYMPIA, WA
Past
September 8, 2009 - September 8, 2009
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
RENTON, WA
Past
September 8, 2009 - December 31, 2010
KILEY JUERGENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 151088
OLYMPIA, WA
Past
September 8, 2009 - February 10, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
OLYMPIA, WA
Past
August 13, 2007 - September 28, 2009
CHOREO, LLC
RIA
CRD#: 111221
OLYMPIA, WA
Past
August 13, 2007 - September 28, 2009
BIRCHTREE FINANCIAL SERVICES LLC
BD
CRD#: 15014
OLYMPIA, WA
Past
January 17, 2003 - August 16, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
OLYMPIA, WA
Past
December 18, 2002 - August 16, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
OLYMPIA, 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".
KJ
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD#: 151088 / SEC#: 801-70467
RIA
Registered Investment Advisory firm - (8/27/2009 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/2/2018)
RR
California(11/2/2018)
RR
Colorado(11/22/2023)
RR
Florida(2/10/2020)
RR
Idaho(12/20/2018)
RR
Massachusetts(2/7/2020)
RR
Minnesota(2/7/2020)
RR
Montana(3/30/2022)
RR
Nevada(9/17/2025)
RR
Oregon(11/2/2018)
RR
Pennsylvania(2/7/2020)
RR
Texas(1/3/2019)
IAR
Washington(2/28/2011)
RR
Washington(11/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KJ
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT | KJWM LLC | KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD#: 151088 / SEC#: 801-70467
RIA
Registered Investment Advisory firm - (8/27/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2409 Pacific Ave Se, Olympia, WA 98501
Mailing Address
Phone number
(360) 350-4747
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,242 |
| AUM (Assets Under Management) | $ 1,872,363,667 |
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
KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD#: 151088Olympia, WA 98501TRUST BUT VERIFY
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