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Jennifer Susan Estner

Coldstream Wealth Management

Portland, OR

Bellevue, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-03
  • OR RA
    APPROVED
    Since 2025-06-03

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • 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
Raymond James Financial Services, Inc. Astoria OR 08/2019 08/2021
Cameron-Lattek Llc Astoria OR 10/2012 03/2020
Ameriprise Financial Services, Llc Portland OR 09/2021 08/2022
Cable Hill Partners, Llc Portland OR 08/2022 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
  • 08/2019 → 08/2021
    Raymond James Financial Services, Inc.
    Astoria, OR
  • 10/2012 → 03/2020
    Cameron-Lattek Llc
    Astoria, OR
  • 09/2021 → 08/2022
    Ameriprise Financial Services, Llc
    Portland, OR
  • 08/2022 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
  • 2022-08-24 → 2025-06-17
    Cable Hill Partners, Llc
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-02
  • S66 Uniform Combined State Law Examination
    2021-10-02
Other Names
  • Jennifer Susan Cameron
  • Jennifer Susan Cameron-Lattek
  • Jennifer S Estner

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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