Executive Biography
Biography of Jeffrey T. Martin
Jeffrey Martin, CMFC
President and Chief Investment Officer
Jeffrey Martin is President and Chief Investment Officer of CIM Financial Group. His strong work ethic began as a boy delivering the Seattle Post Intelligencer before school and the Seattle Times in the afternoon. As a high school student he started his first business, The Car Deck, a car stereo sales and installation company. Jeffrey graduated with honors from Lynnwood High School in 1982. In 1984 he graduated at the top of his class of 200 from the United States Naval Advanced Electronics School in Chicago, Illinois. He worked the next eleven years as an electronics technician and applications engineer for two Bellevue, Washington high-tech firms.
Jeffrey began his career in financial services in 1995 as a Financial Advisor for Waddell & Reed, Inc. In 1996 he received the prestigious Circle of Champions Honor Award given to the top Waddell & Reed advisors nationally. In 1997 and 1998 he received the Franklin Templeton Kite and Key Club award for outstanding service and commitment to his clients. In 2000 the WM Group of Funds recognized him for his outstanding achievements with their Strategic Asset Management portfolios and American Skandia awarded him their Outstanding Service award. In 2001 Stewardship Estate Planning named him Planner of the Year. In 2002 Jeffrey founded CIM Financial Group as a fee-only Registered Investment Advisor.
Jeffrey Martin holds the designation of Chartered Mutual Fund Counselor from the Institute for Wealth Management. He was one of the first advisors to complete the rigorous CANSLIM Masters investment management training from Investors Business Daily and William O’Neil and Co. He has successfully passed the NASD Series 6, 7, 24, 63, and 65 examinations and received his Washington State Life and Disability Insurance license. He has completed four of the eight advanced financial planning courses from the American College necessary to complete his ChFC (Chartered Financial Consultant) designation and will complete the remaining courses by June 2009.
Jeffrey and his wife Suzanne were married in 1988. They have two teenage sons, Landon and Evan, and reside in Edmonds. In addition to family and church, Jeffrey enjoys reading, movies, various sports and competes in local triathlon events.
