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Jonathan Vert is a registered representative with the following registrations: FINRA Series 6, 7, 63, and 66, and can transact business with clients in Washington and Idaho; he is also an investment adviser agent licensed in Washington; he is also an insurance agent licensed in Washington. Jeffrey Vert is a registered representative with the following registrations: FINRA Series 6, 7, 63, and 66, and can transact business with clients in Washington, Florida, Illinois, California and Oregon; he is also an investment adviser agent licensed in Washington and Florida; he is also an insurance agent licensed in Washington. Anthony Martiniello is a registered representative with the following registrations: FINRA Series 6, 7, 63, and 66, and can transact business with clients in Washington and Nevada; he is also an insurance agent licensed in Washington; he is also an Investment Advisor Representative licensed in Washington. Kathy Hartle is a registered representative registered to transact business with clients in Washington and is also an insurance agent licensed in Washington. Linda Newell is a registered representative with the following registrations: FINRA Series 7, 63, and can transact business with clients in Texas and Washington; she is also an insurance agent licensed in Washington; she is also an Investment Advisor Representative licensed in Washington. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.
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Accounting & Tax Services and Maple Valley Tax Service are not a registered broker/dealers or independent investment advisory firms.
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The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.
Investment products and services are:
| Not FDIC Insured | No Bank Guarantee | May Lose Value |
| Not a Bank Deposit | Not Insured by any Federal Government Agency |
