Five Star award winner Alyssa Jarman

PROFESSIONAL PROFILE

Contact Me

Alyssa Jarman

Financial Advisor

F-Squared Advisors

10900 NE 4th St Ste 2300

Bellevue, WA 98004

Office: 425-658-0528

Cell: 360-918-1621

ajarman@f2advisors.com
www.f2advisors.com

Professional Approach

Alyssa is a Washington native and current resident of Seattle with an education-centric financial planning practice. Alyssa is committed to empowering her clients and equipping them with the knowledge and resources necessary for their success.

With expertise in retirement planning, college funding, insurance, estate planning, and investment management, Alyssa provides comprehensive solutions tailored to meet her clients' unique financial goals.

Alyssa's impact extends beyond her client base as she actively engages with the community as an advocate for financial literacy as part of the Women’s Resource Group. The WRG is a team of women financial advisors who volunteer their time to promote financial education. Through partnerships with companies like Amazon and Microsoft, she delivers practical financial planning seminars, empowering individuals and teams.

As a Certified Divorce Financial Analyst (CDFA®), Alyssa brings a compassionate and understanding approach to individuals navigating divorce. Her strategic advice and guidance provide invaluable support before, during, and after the divorce process, ensuring financial stability and peace of mind.

See Accomplishments

This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,339, 260, 8%, 1/1/24, 5/15/23 - 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 - 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 - 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 - 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 - 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 - 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 - 11/18/16; 2016: 1,678, 412, 25%, 12/1/15, 5/12/15 - 10/30/15; 2015: 2,023, 530, 26%, 1/1/15, 5/12/14 - 10/30/14; 2014: 2,649, 424, 16%, 3/1/14, 5/12/13 - 10/30/13; 2013: 2,732, 664, 24%, 1/1/13, 5/12/12 - 10/30/12; 2012: 2,697, 682, 25%, 1/1/12, 5/12/11 - 10/30/11.

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Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice.

Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.