Gary Jeweler (CRD# 3010702) is an Investment Advisor Representative working at Evolve Financial in Seattle, WA and has over 26 years of experience in the finance industry. Gary Jeweler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evolve Financial | Seattle, WA | Aug 2020 - Current | 3 |
| Pole Position Express | Lynnwood, WA | Apr 2020 - Current | 4 |
| Trader Joes | Seattle, WA | Aug 2019 - Mar 2020 | < 1 |
| Unemployed | Seattle, WA | Apr 2019 - Jul 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2017 - Apr 2019 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2017 - Apr 2019 | 1 |
| Block Advisors | Seattle, WA | Mar 2017 - Dec 2017 | < 1 |
| Ameriprise Financial Services Inc. | Mercer Island, WA | Jun 2016 - Dec 2016 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2013 - Jun 2016 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- WA
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Total Assets Under Management7MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$114,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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