Jaime Johnson (CRD# 5591981) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
CRD# 872944
Abraham & Company, Inc.
CRD# 6013099
Edward Jones
CRD# 4565639
Sonata Capital Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Coldstream Wealth Management | Seattle, WA | Oct 2022 - Current | 1 |
Coldstream Wealth Management | Bellevue, WA | Nov 2021 - Sep 2022 | < 1 |
Edelman Financial Engines | Federal Way, WA | Mar 2020 - Oct 2021 | 1 |
First Financial Northwest | Renton, WA | Jul 2016 - Mar 2020 | 3 |
Student | Auburn, WA | Dec 2015 - Jun 2016 | < 1 |
Kms Financial Services, Inc. | Seattle, WA | Jun 2015 - Nov 2015 | < 1 |
Bank Of The West | Seattle, WA | Oct 2014 - Jun 2015 | < 1 |
Seeking Employment | Seattle, WA | Jul 2014 - Oct 2014 | < 1 |
Raymond James And Associates | Memphis, TN | Mar 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- WA
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Total Assets Under Management7,579MILLIONS
-
Total Number of Accounts3,121ACCOUNTS
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Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
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