Elizabeth Ann Sowle
Investment adviser representative at Marsjewett Financial Group
27 yearsExperience
1 stateRegistered in
$901.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Marsjewett Financial GroupJul 2018 to now
- Mars Jewett Financial Group, Inc.Jul 2018 to now
- Mutual Securities, Inc.Jul 2018 to now
- Cetera Advisor Networks LLCJan 2013 to Jul 2018
- Capital Planning Corp.Mar 1999 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WA).
Marsjewett Financial Group
Legal name: Mars Jewett Financial Group, Inc.
$901.4MAssets managed
717Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4328630
- Firm CRD
- 297388