Jill Foreman
James R. Martin Consulting · Vancouver, Washington
Jill Foreman is a fee-only financial advisor at James R. Martin Consulting in Vancouver, Washington, who holds the CFP credential. James R. Martin Consulting reports charging a percentage of assets on its Form ADV.
Request an introduction to Jill →
Facts
| Firm | James R. Martin Consulting |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $442.7M across 628 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5023858 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jrmcapitalmanagement.com |
How Jill's firm compares
- James R. Martin Consulting's average account is about $705,000, from its Form ADV (assets managed divided by 628 accounts).
Request an introduction to Jill
Tell Jill a little about what you're looking for. Jill isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jill
Is Jill Foreman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and James R. Martin Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jill charge for financial advice?
Jill's firm, James R. Martin Consulting, reports charging a percentage of assets on its SEC Form ADV.
Where is Jill Foreman based?
Jill Foreman is based in Vancouver, Washington.
What credentials does Jill Foreman hold?
Jill Foreman holds the CFP credential.
Is Jill Foreman registered with the SEC?
Yes. Jill Foreman is registered as an investment adviser representative in WA (CRD 5023858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James R. Martin Consulting manage?
James R. Martin Consulting reports $442.7M across 628 accounts in assets under management.
How do I contact Jill Foreman?
Through Jill's website, www.jrmcapitalmanagement.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
- 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.
See something wrong? Request a correction. Read our methodology.