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GM

Glenn R. Mars

Some features on this profile are disabled
CRD#: 728441
GM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Glenn Robert Mars, CFP® was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 1981. Glenn had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Investment Planning
Retirement Planning
Are you a "fiduciary"?
No

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, OWNER, FINANCIAL ADVISOR, MEET WITH CLIENTS TO DISCUSS PORTFOLIOS AND FINANCIAL PLANNING NEEDS, AS AN OWNER OF MARS JEWETT FINANCIAL GROUP, INC., I HELP MANAGE OUR TEAM OF EMPLOYEES AND HIRE NEW ONES AS NECESSARY, INVESTMENT RELATED, 175 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENT, START DATE: 1978, 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA 98004, SOLE PROPRIETOR, INSURANCE AGENT, OWNER, INSURANCE AGENT, WE HAVE NOT WRITTEN FIXED INSURANCE IN SEVERAL YEARS AND DO NOT INTEND TO GOING FORWARD, WE SERVICE EXISTING POLICIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 1982

Experience

Past

July 16, 2018 - February 18, 2025

MARSJEWETT FINANCIAL GROUP

RIA
CRD#: 297388
Bellevue, WA
Past

July 16, 2018 - December 31, 2020

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
BELLEVUE, WA
Past

January 17, 1997 - July 19, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BELLEVUE, WA
Past

July 11, 1983 - July 19, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BELLEVUE, WA
Past

April 13, 1981 - July 18, 1983

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/24/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/19/1984
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: 4/11/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/28/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/21/1983
General Securities Principal Examination

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)
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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)

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

DISCLOSURE BROCHURE FOR MARS JEWETT FINANCIAL GROUP, INC. (10/7/2025)

Regulatory assets under management

Total Number of Accounts1,967
AUM (Assets Under Management)$ 734,675,738

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

MARSJEWETT FINANCIAL GROUP

CRD#: 297388

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Contact information

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