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John F Bevan

Columbia Advisory Partners, LLC

Spokane, WA

CRD 5980803

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Employer firm

Columbia Advisory Partners, LLC CRD 171616

$313M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Columbia Advisory Partners, Llc

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-03-16
  • WA RA
    APPROVED
    Since 2016-03-16

Branch Locations

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • 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
Eagles Ice Arena Spokane WA 01/2006 Present
Northwest Investment Advisors, Inc Spokane WA 05/2013 07/2019
Columbia Advisory Partners, Llc Spokane WA 03/2016 Present
  • 01/2006 → Present
    Eagles Ice Arena
    Spokane, WA
  • 05/2013 → 07/2019
    Northwest Investment Advisors, Inc
    Spokane, WA
  • 03/2016 → Present
    Spokane, WA
Previous Registrations
  • 2013-07-24 → 2016-03-16
    Cjb Financial Group Llc
    Spokane, WA
  • 2012-07-26 → 2014-11-11
    Ten Capital Wealth Advisors, Llc
    Spokane, WA
Other Businesses

EAGLES ICE ARENA - FIGURE SKATING COACH; JOHNNIE BEVAN - SELF EMPLOYED FIGURE SKATING COACH; 6321 N Addison St, Spokane, WA 99208-5387 Insurance agent - Fixed life, health, and disability insurance. Affiliated 10/2013. 140 hours per month. This business takes approximately 7 hours during the trading day. Primary duties are sales of the previously mentioned products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-25
S63 Uniform Securities Agent State Law Examination 2012-01-19
  • S65 Uniform Investment Adviser Law Examination
    2012-07-25
  • S63 Uniform Securities Agent State Law Examination
    2012-01-19
Other Names
  • Johnnie Bevan

View on SEC IAPD

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