Investment Adviser Representative · Marsjewett Financial Group
Elizabeth A. Sowle
CRD 4328630 · Named on Form ADV at one SEC-registered adviser
At a glance
Marsjewett Financial Group, an SEC-registered wealth manager based in Bellevue, WA with $901 million in regulatory assets, lists Elizabeth A. Sowle on its Form ADV as Investment Adviser Representative.
Firms and roles
- Marsjewett Financial GroupInvestment Adviser RepresentativeWealth manager · Bellevue, WA · $901M in regulatory assets
AtlasMembers
Elizabeth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Scott R. JewettChief Executive Officer, Marsjewett Financial Group
- Brian G. MarsPresident, Marsjewett Financial Group
- Manoj K. JohnChief Compliance Officer, Marsjewett Financial Group
- Glenn R. MarsPresident Emeritus, Marsjewett Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.