Jay Cowles (CFP®)

Jay Cowles focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money.
I act strictly as a fee-only advisor so that clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commissions or compensation from investment transactions or insurance products.
Our wealth management services rely on a process that has proven effective in helping clients move forward toward important goals and getting what they want in life. Most clients of Financial Research are provided with a comprehensive wealth management program, combining investment management and financial planning services.

Check out our website at www.NorthwestWealth.com! The site has info on how I work with clients, articles I've written, and tips on selecting a financial advisor.

Additional Information

Prior to founding Financial Research in 1990, Mr. Cowles was employed by an investment subsidiary of Conagra, Inc. for an 11-year period and was primarily responsible for financial market analysis and investment research. In 1992, he was granted certification as a Certified Financial Planner and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). Born and raised in Bellevue, Mr. Cowles is a graduate of The Lakeside School and the University of Washington.

NAPFA Start Date

March 26, 2002


This Office

317 NW Gilman Blvd Ste 9 Issaquah, WA 98027-2485 Phone: (425) 657-0182 Fax: (866) 411-9122