Inactive

Jennifer Lynn Harrison

Coldstream Wealth Management

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Current Employers

Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2022-07-06

WA RA
APPROVED

Since 2022-07-06

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

150 Sw Harrison St. Suite 300, Portland, OR 97201 • 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

Organization	City	State	From	To
Rosenbaum Financial	Portland	OR	12/2014	11/2021
Big Al's	Beaverton	OR	08/2010	12/2017
Coldstream Wealth Management	Portland	WA	12/2021	Present

12/2014 → 11/2021

Rosenbaum Financial

Portland, OR
08/2010 → 12/2017

Big Al's

Beaverton, OR
12/2021 → Present

Coldstream Wealth Management

Portland, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-26

S65 Uniform Investment Adviser Law Examination

2022-06-26

Other Names

Jennifer Lynn Eng

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC

THREADLINE WEALTH

STEWARD CAPITAL LLC.

GALLAGHER FIDUCIARY ADVISORS, LLC

LPL FINANCIAL LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

Jacob M Demharter

KELSEN WILLIAM EDWINS

Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

THREADLINE WEALTH · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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