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Jack Thomas Gardner

Coldstream Wealth Management

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
WA RA APPROVED 2025-12-09
  • WA RA
    APPROVED
    Since 2025-12-09

Branch Locations

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
N/A Snoqualmie WA 01/2015 09/2016
Mount Si High School Snoqualmie WA 09/2016 06/2020
Columbia Hospitality Snoqualmie WA 06/2017 09/2020
North Bend Bar & Grill North Bend WA 10/2017 06/2022
University Of Washington Seattle WA 09/2020 06/2024
Varlamos Pizzeria Seattle WA 09/2022 10/2024
Coldstream Wealth Management Bellevue WA 10/2024 12/2025
Coldstream Wealth Management Bellevue WA 12/2025 Present
  • 01/2015 → 09/2016
    N/A
    Snoqualmie, WA
  • 09/2016 → 06/2020
    Mount Si High School
    Snoqualmie, WA
  • 06/2017 → 09/2020
    Columbia Hospitality
    Snoqualmie, WA
  • 10/2017 → 06/2022
    North Bend Bar & Grill
    North Bend, WA
  • 09/2020 → 06/2024
    University Of Washington
    Seattle, WA
  • 09/2022 → 10/2024
    Varlamos Pizzeria
    Seattle, WA
  • 10/2024 → 12/2025
    Bellevue, WA
  • 12/2025 → Present
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09

View on SEC IAPD

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