Jacob
Benson
Columbia Pacific Wealth Management
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About this Advisor
Jacob Benson is a financial advisor operating in Seattle, Washington with a total of 1 year of industry experience. Benson currently works for Columbia Pacific Wealth Management. During their career, the advisor has held roles at Cpwm, LLC, Moser Wealth Advisors, Northwest Bank, Gonzaga University, Zetin Contractors, LLC, The Bear Creek School, Blade & Spade Landcare LLC, Canyons Restaurant, Ci Columbia Pacific Private Wealth and Cipw Service Company, LLC. Benson maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Washington. Columbia Pacific Wealth Management is an advisory business based in Seattle, WA. It has offices in two locations and a total of 44 financial advisors. It has $7 billion in assets under management between its 6,489 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 6,489 accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Columbia Pacific Wealth Management can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Pacific Wealth Management Brokerage Details
$6,692,219,926
44
6,489
$1,031,318
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jacob Benson Work History
Jacob has been registered as a financial advisor for 1 years.*
Ci Columbia Pacific Private Wealth
Cipw Service Company, LLC
Cpwm, LLC
Moser Wealth Advisors
Northwest Bank
Gonzaga University
Gonzaga University
Zetin Contractors, LLC
Gonzaga University
Gonzaga University
Blade & Spade Landcare LLC
Gonzaga University
Canyons Restaurant
The Bear Creek School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Benson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Pacific Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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