Chief Compliance Officer, Vice President, Secretary, Treasurer · James R. Martin Consulting, Inc
Jill A. Foreman
CRD 5023858 · Named on Form ADV at one SEC-registered adviser
At a glance
James R. Martin Consulting, Inc, an SEC-registered wealth manager based in Vancouver, WA with $443 million in regulatory assets, lists Jill A. Foreman on its Form ADV as Chief Compliance Officer, Vice President, Secretary, Treasurer, a control person.
Firms and roles
- James R. Martin Consulting, IncChief Compliance Officer, Vice President, Secretary, TreasurerWealth manager · Vancouver, WA · $443M in regulatory assets
AtlasMembers
Jill’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James R. MartinPresident, James R. Martin Consulting, Inc
- Daniel L. KoernerChief Investment Officer, James R. Martin Consulting, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.