CIM Financial Group, Inc., dba Capital Investment Management, began business in 2002 with offices on Wetmore Ave. in downtown Everett, Wa. In 2005 the company moved their operations to the Edmonds Bay Building in Edmonds, WA. In 2015 the company moved their operations to Jeffrey's residence at 5007 133rd St. SW Edmonds, WA 98026.
Jeffrey Martin, ChFC®, CMFC
President and Chief Investment Officer
Jeffrey Martin was born on August 11, 1964 in Seattle, Washington. Jeffrey has 19 years of Investment Management experience and is President of CIM Financial Group. Jeffrey’s entrepreneurial spirit and strong work ethic began as a boy when he delivered the Seattle Post Intelligencer before school and then the Seattle Times that same 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. Jeffrey was accepted at and briefly attended the University of Washington in the fall of 1982. Due to a lack of finances and computer programming courses being completely full for 2-3 years, Jeffrey decided to study electronics via the U.S. Naval reserves. 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 electronics firms.
Jeffrey began his career in investments in 1995 with Waddell & Reed, Inc. In 1996 he received the prestigious Circle of Champions Honor Award given to the top Waddell & Reed advisors nationally. From 1997 to 2002 Jeffrey was an independent advisor with G.A. Repple and Co. 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 2002 Jeffrey founded CIM Financial Group as a Registered Investment Advisor.
Jeffrey Martin is a graduate of American College and holds the industry’s highest financial and estate planning designation of Chartered Financial Consultant ChFC®. Jeffrey is also a holder of the Chartered Mutual Fund Counselor designation 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 securities license examinations.
Jeffrey and his wife Suzanne have been married for 29 years and have two grown sons. Sports and music have been a big part of Jeffrey's life since his childhood. Jeffrey has played baseball for the Seattle Rainier senior men's league, hockey in national and international tournaments, and USTA 4.0 Men's singles tennis. In recent years Jeffrey ran the Boston Marathon and completed the Ironman Canada Triathlon. In 2012 Jeffrey set a personal record by finishing the Seattle Marathon in 3 hours. Jeffrey also enjoys playing the drums and piano.
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