Jaime
Johnson
Coldstream Wealth Management
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About this Advisor
Jaime Johnson is a financial advisor based in Bellevue, Washington, working with Coldstream Wealth Management. Jaime has previously held positions at Kms Financial Services, Inc, Raymond James And Associates, Bank Of The West, Coldstream Wealth Management, Student, Edelman Financial Engines, and First Financial Northwest. Jaime has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Jaime is part of Coldstream Wealth Management, which operates out of Bellevue, Washington. The firm has 6 offices and 137 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Coldstream Wealth Management includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$7,578,712,530
137
3,121
$2,428,296
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
- Educational seminars/workshops
Jaime Johnson Work History
Coldstream Wealth Management
Coldstream Wealth Management
Edelman Financial Engines
First Financial Northwest
Kms Financial Services, Inc
Student
Bank Of The West
Raymond James And Associates
Disclosures
Please visit the SEC profile of Jaime Johnson 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 Coldstream Wealth Management
Bellevue, WA
Portland, OR
Bellevue, WA
Bellevue, WA
Portland, OR
Bellevue, WA
Bellevue, WA
Bellevue, WA
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