Devin Jackson
Martel Wealth Advisors · Vancouver, Washington
Devin Jackson is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington. Devin focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8261724 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
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Questions about Devin
Is Devin Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and Martel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devin charge for financial advice?
Devin's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Devin Jackson based?
Devin Jackson is based in Vancouver, Washington.
What does Devin specialize in?
Devin's specialties include physicians & residents, small business owners and retirement planning. Devin works with physicians.
Is Devin Jackson registered with the SEC?
Yes. Devin Jackson is registered as an investment adviser representative in WA (CRD 8261724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martel Wealth Advisors manage?
Martel Wealth Advisors reports $1.46B across 2,787 accounts in assets under management.
How do I contact Devin Jackson?
Through Devin's website, www.martelwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Martel Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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