Best Investors Account Sign in
Inactive

Jose Guadalupe Ramos

Coldstream Wealth Management

Kirkland, WA

Bellevue, WA

Claim This Profile
Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-20
  • WA RA
    APPROVED
    Since 2026-04-20

Branch Locations

520 Kirkland Way Suite 300, Kirkland, WA 98033 • 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
N/A Spokane WA 01/2016 05/2019
Brighton Schools Summer Camp Folsom CA 05/2019 08/2019
N/A Spokane WA 08/2019 05/2020
Brighton Schools Summer Camp Folsom CA 05/2020 08/2020
N/A Spokane WA 08/2020 05/2021
N/A Folsom CA 05/2021 10/2021
Orion Portfolio Solutions Hebron KY 10/2021 03/2025
Coldstream Wealth Management Kirkland WA 03/2025 Present
  • 01/2016 → 05/2019
    N/A
    Spokane, WA
  • 05/2019 → 08/2019
    Brighton Schools Summer Camp
    Folsom, CA
  • 08/2019 → 05/2020
    N/A
    Spokane, WA
  • 05/2020 → 08/2020
    Brighton Schools Summer Camp
    Folsom, CA
  • 08/2020 → 05/2021
    N/A
    Spokane, WA
  • 05/2021 → 10/2021
    N/A
    Folsom, CA
  • 10/2021 → 03/2025
    Orion Portfolio Solutions
    Hebron, KY
  • 03/2025 → Present
    Coldstream Wealth Management
    Kirkland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
PRIVATE ASSET MANAGEMENT INC
RBC CAPITAL MARKETS, LLC
ROBINSWOOD FINANCIAL
MORGAN STANLEY
SCHMIDT FINANCIAL MANAGEMENT
FOCUS PARTNERS WEALTH, LLC

Other Investors

ROBERT MATTHEW GRELLA
SCOTT NORMAN SETTLE
Julia Theresa Cosse
Samantha Lutz
Liam Settle
Alan Leung
THOMAS WALLING CONWAY
LEEANN HUGGINS

Other Offices

LPL FINANCIAL LLC · KIRKLAND, WA
RAYMOND JAMES & ASSOCIATES, INC. · Kirkland, WA
LPL FINANCIAL LLC · KIRKLAND, WA
PRIVATE ASSET MANAGEMENT INC · KIRKLAND, WA
RBC CAPITAL MARKETS, LLC · KIRKLAND, WA
ROBINSWOOD FINANCIAL · KIRKLAND, WA
ROBINSWOOD FINANCIAL · Kirkland, WA
MORGAN STANLEY · Kirkland, WA

More in Kirkland, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor