Jeremy Daniel Russell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2017
  Deer Park School District
  Deer Park, WA
• 03/2016 → Present
  Columbia Advisory Partners Llc
  Spokane, WA

Previous Registrations

• 2015-11-05 → 2016-03-22
  Waddell & Reed
  Spokane, WA

Other Businesses

AS OF 06/16/23 - OWNER OF STEWARD ALTS, LLC, A PRIVATE PLACEMENT MANAGER FOR PRIVATE FUNDS, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PRIVATE FUNDS. AS OF 06/16/23 - OWNER OF SNAP FP, LLC, DEVELOPER OF FINANCIAL PLANNING SOFTWARE, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING CONSULTING ADVICE FOR THE DEVELOPMENT OF FINANCIAL PLANNING SOFTWARE.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-05

Other Names

• Jeremy Russell