Jordan
Travis
Coldstream Wealth Management
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About this Advisor
Jordan Travis is a financial advisor working in Bellevue, Washington with 1 year of relevant experience. Travis is an advisor for Coldstream Wealth Management. Their career trajectory has included roles at Coldstream Wealth Management, Balcom Investments, Trueform, Northwest University and Northshore Youth Soccer Association. Travis holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Washington. Coldstream Wealth Management is a financial advisory firm based in Bellevue, WA. It has offices in five locations and a total of 127 financial advisors. It handles $7 billion in assets among its 2,617 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 2,617 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a broad set of services, including 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. Financial management fee schedules typically vary depending on the services. Fees charged by Coldstream Wealth Management can be comprised of any combination of 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
Jordan Travis Work History
Jordan has been registered as a financial advisor for 1 years.*
Coldstream Wealth Management
Balcom Investments
Trueform
Northwest University
Northwest University
Northshore Youth Soccer Association
*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 Jordan Travis 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
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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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