Columbia Strategic Wealth Advisors, LLC

Columbia Strategic Wealth Advisors, LLC (CRD# 306966) is a financial advisory firm headquartered in Seattle, WA. They manage $14,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9030 35th Avenue Sw, Suite 100, Seattle, WA 98126
https://www.columbiaswa.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $127,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Columbia Strategic Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremiah Job, financial advisor Seattle WA
Jeremiah G. Job
CRD#: 5941437
9030 35th Avenue Sw, Suite 100, Seattle, WA 98126

Jeremiah Job (CRD# 5941437) is an Investment Advisor Representative working at Columbia Strategic Wealth Advisors, LLC in Seattle, WA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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