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Jordan Donald Cole

Sage Advisors, LLC

Edmonds, WA

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Current Employers
Sage Advisors, Llc

115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-05-28
  • WA RA
    APPROVED
    Since 2019-05-28

Branch Locations

115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Advisors, Llc Seattle WA 12/2004 05/2019
Kms Financial Services, Inc Seattle WA 08/2011 12/2019
Sage Advisors, Llc Seattle WA 05/2019 Present
Kms Financial Services, Inc Seattle WA 08/2011 05/2019
  • 12/2004 → 05/2019
    Sage Advisors, Llc
    Seattle, WA
  • 08/2011 → 12/2019
    Kms Financial Services, Inc
    Seattle, WA
  • 05/2019 → Present
    Sage Advisors, Llc
    Seattle, WA
  • 08/2011 → 05/2019
    Kms Financial Services, Inc
    Seattle, WA
Previous Registrations
  • 2011-08-26 → 2019-12-16
    Kms Financial Services, Inc.
    Edmonds, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-25
  • S66 Uniform Combined State Law Examination
    2011-08-25
Designations

View on SEC IAPD

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HARBOUR INVESTMENT MANAGEMENT L.L.C. · EDMONDS, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Edmonds, WA
LPL FINANCIAL LLC · EDMONDS, WA
BEAR MOUNTAIN CAPITAL INC. · Edmonds, WA
QUANTCA FINANCIAL · EDMONDS, WA
CETERA INVESTMENT ADVISERS LLC · EDMONDS, WA
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