Sandra K. Jones

ARRIVITY FINANCIAL PLANNING

Seattle, WA 98109

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CRD#: 7149862

Professional summary

Sandra Kim Jones, CFP®, CIMA®, who also goes by Sandra Kim Schreiber, is a registered financial advisor currently at ARRIVITY FINANCIAL PLANNING located in Seattle, Washington.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sandra has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Kim Schreiber

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) Distributor for Advocare. Nutrition product sales. 2801 Summit Ave, Plano, TX 75074. Non-investment related. Started in 2007. Currently devote less than 5 hours a year to this business. Earn commissions when customers purchase products online under my distributor ID. 2) Real estate (2 properties) owned and used for rental income. Investment related. The first property was purchased around 2005 and turned into a rental on June 1, 2020. The second property was acquired in 2023 and turned into a rental on October 27th, 2023. Ms. Jones spends an average of less than 1 hour per month on bookkeeping for the rental and paying associated bills for the properties. Zero hours are spent during hours of trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Kim Jones'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^®

Certified Financial Planner

Start date: 1999

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 11, 2019 - Present

ARRIVITY FINANCIAL PLANNING

Office #1: 1200 Westlake Ave North Suite 508, Seattle, WA 98109

RIA

CRD#: 167976

Seattle, WA

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

California
(3/22/2021)

IAR

Colorado
(7/28/2021)

IAR

Oregon
(12/2/2021)

IAR

Washington
(7/11/2019)

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

Current Firm

ARRIVITY FINANCIAL PLANNING

603 FINANCIAL, INC. | GODDARD FINANCIAL PLANNING | BLUE CANOE FINANCIAL PLANNING, INC. | BLUE CANOE FINANCIAL PLANNING | ARRIVITY FINANCIAL PLANNING

CRD#: 167976 / SEC#:

California

Registered Investment Advisory firm - (3/22/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/28/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/30/2021 Approved)

Texas

Registered Investment Advisory firm - (12/19/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (9/10/2013 Approved)

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Contact information

Main Address

1200 Westlake Ave North Suite 508, Seattle, WA 98109

Mailing Address

Phone number

(206) 217-2583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.