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Brian G. Mars
MARSJEWETT FINANCIAL GROUP
Bellevue, WA 98004
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CRD#: 4694440
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Professional summary
Brian Glenn Mars, CFP® is a registered financial advisor currently at MARSJEWETT FINANCIAL GROUP located in Bellevue, Washington.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 3 firms and has passed the Series 66, 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.
1. MARS JEWETT FINANCIAL GROUP, INC., START DATE: 7/16/2018, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, CORPORATION, RIA, FINANCIAL ADVISOR SHAREHOLDER, MEET WITH CLIENTS TO DEVELOP AND MENTOR THEIR FINANCIAL PLAN, MANAGE STAFF AND OFFICE OPERATIONS, INVESTMENT RELATED, 175 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS.
2. INDEPENDENT INSURANCE AGENT, START DATE: 11/1/2016, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, SOLE PROPRIETOR, INSURANCE AGENT, WE HAVE NOT WRITTEN ANY FIXED INSURANCE BUSINESS FOR SEVERAL YEARS BUT SERVICE SOME EXISTING POLICIES, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
3. WORLDVIEW MATTERS, START DATE: 11/2015, TREASURER, REVIEW EXPENSES AND FINANCIAL AS PREPARED BY ORGANIZATIONS BOOK KEEPER, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Glenn Mars'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®
Start date: 2009
Experience
Current
July 16, 2018 - Present
MARSJEWETT FINANCIAL GROUP
Office #1: 11235 Se 6th Street, Suite 110, Bellevue, WA 98004RIA
CRD#: 297388
Bellevue, WA
Past
July 16, 2018 - December 31, 2020
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
BELLEVUE, WA
Past
October 29, 2008 - July 19, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BELLEVUE, WA
Past
April 28, 2006 - July 19, 2018
CETERA WEALTH SERVICES, LLC
BD
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".
MF
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
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)Upgrade to AdvisorCheck Premium
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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
14
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 734,675,738 |
Red Flags
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