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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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Edwin Juergens'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®
None

Experience

Current

February 28, 2011 - Present

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Office #1: 2409 Pacific Ave Se, Olympia, WA 98501
RIA
CRD#: 151088
Olympia, WA
Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 2409 Pacific Avenue, Se, Olympia, WA 98501
RIA
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
IAR
Series 65
Date: 1/8/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/31/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2002
General Securities Representative Examination
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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE (3/12/2026)

Regulatory assets under management

Total Number of Accounts6,799
AUM (Assets Under Management)$ 2,200,220,068

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 98501

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