CIM Financial Group, Inc., dba Capital Investment Management, began business in 2002 in Everett, WA. CIM is now located in the Planning with Purpose building at 7627 196th St. SW in Lynnwood, WA.
Jeffrey Martin, ChFC®, CMFC
President and Chief Investment Officer
Jeffrey Martin was born and raised in Seattle, Washington. He has 24 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. Jeffrey was accepted at and briefly attended the University of Washington. 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. He graduated at the top of his class of 200 from the United States Naval Advanced Electronics School in Chicago, Illinois. He worked 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.
Sports and music have been a big part of Jeffrey's life since his childhood. Jeffrey grew up playing youth hockey and participated in national and international tournaments, played USTA 4.0 Men's singles tennis, and adult amateur Men's league baseball. In recent years Jeffrey became a triathlete and long distance runner finishing the Boston Marathon three times and Ironman Canada. Jeffrey also enjoys playing the drums.
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