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JF

Jill A. Foreman

JAMES R. MARTIN CONSULTING
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 5023858
JF

Professional summary

Jill Annetta Foreman, who also goes by Jill Annetta Martin, is a registered financial advisor currently at JAMES R. MARTIN CONSULTING, INC located in Vancouver, Washington.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jill has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jill Annetta Martin

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 Jill Annetta Foreman'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

July 11, 2025 - Present

JAMES R. MARTIN CONSULTING, INC

Office #1: 1111 Main Street, Suite 612, Vancouver, WA 98660
RIA
CRD#: 109542
VANCOUVER, 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".
JR
JAMES R. MARTIN CONSULTING, INC
DBA JAMES R. MARTIN CONSULTING | JRM CAPITAL MANAGEMENT | JAMES ROBERT MARTIN | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | JAMES R. MARTIN CONSULTING, INC. | JAMES R. MARTIN CONSULTING, INC

CRD#: 109542 / SEC#: 801-58066

RIA
Registered Investment Advisory firm - (11/3/2000 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
(7/11/2025)

Exams

Current Firm

JR
JAMES R. MARTIN CONSULTING, INC
DBA JAMES R. MARTIN CONSULTING | JRM CAPITAL MANAGEMENT | JAMES ROBERT MARTIN | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | JAMES R. MARTIN CONSULTING, INC. | JAMES R. MARTIN CONSULTING, INC

CRD#: 109542 / SEC#: 801-58066

RIA
Registered Investment Advisory firm - (11/3/2000 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1111 Main St. Suite 612, Vancouver, WA 98660
Mailing Address
P O Box 1369, Vancouver, WA 98666
Phone number
(360) 567-1822
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 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

JRM CAPITAL MANAGEMENT 2025 BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts659
AUM (Assets Under Management)$ 443,589,981

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

JAMES R. MARTIN CONSULTING, INC

CRD#: 109542Vancouver, WA 98660

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