Jennifer
Harrison
Coldstream Wealth Management
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About this Advisor
Jennifer Harrison is a financial advisor based out of Bellevue, Washington with 1 year of relevant experience. Harrison works at Coldstream Wealth Management. During their career, the advisor has held roles at Rosenbaum Financial, Big Al'S and Coldstream Wealth Management. Harrison has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Washington. Coldstream Wealth Management is a firm that has its headquarters in Bellevue, WA. It has offices in five locations and a total of 127 employees. It has $7 billion in assets under management between its 2,617 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 132 charitable organizations. Of its 2,617 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a broad assortment 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, selection of other advisers and educational seminars. Fees for financial management depend on which services the firm provides the client. Fees charged by Coldstream Wealth Management may include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$6,498,241,692
127
2,617
$2,483,088
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
Jennifer Harrison Work History
Jennifer has been registered as a financial advisor for 1 years.*
Coldstream Wealth Management
Rosenbaum Financial
Big Al'S
*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 Jennifer Harrison 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
Mercer Island, WA
Mercer Island, WA
Seattle, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, 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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