Jason Stephen Martel
Investment adviser representative at Martel Wealth Advisors, LLC
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- Martel Wealth Advisors, LLCOct 2015 to now
- Kms Financial Services, Inc.Mar 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Martel Wealth Advisors, LLC
$1.5BAssets managed
1,033Clients
8Advisers
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
- 6577814
- Firm CRD
- 296896