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Jordan Travis

Coldstream Wealth Management

Bellevue, WA

Seattle, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-07-01
  • WA RA
    APPROVED
    Since 2022-07-01

Branch Locations

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

1200 Westlake Ave N Suite 900, Seattle, WA 98109 • 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
Coldstream Wealth Management Seattle WA 12/2021 06/2023
Balcom Investments Kirkland WA 10/2020 12/2021
Trueform Bellevue WA 12/2017 09/2020
Northwest University Kirkland WA 03/2017 11/2019
Northwest University Kirkland WA 06/2016 07/2021
Coldstream Wealth Management Seattle WA 06/2023 12/2024
Coldstream Wealth Management Seattle WA 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01

View on SEC IAPD

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Other Offices

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STEWARD CAPITAL LLC. · BELLEVUE, WA
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LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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