Kristin Alice Jordan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 06/2010 → 03/2023
  Columbia State Bank
  Tacoma, WA
• 07/2010 → 10/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 10/2014 → 10/2023
  Cetera Investment Advisers Llc
  Lakewood, WA
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Tacoma, WA
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Tacoma, WA
• 02/2007 → Present
  Umpqua Bank
  Tacoma, WA

Previous Registrations

• 2014-10-07 → 2023-10-18
  Cetera Investment Advisers Llc
  Lakewood, WA

Other Businesses

(1)Name of Business: Columbia Wealth Advisors Address: 1301 A St Ste 800, Tacoma, WA, 98402-4205, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered assistant to multiple advisors.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-06
• S63 Uniform Securities Agent State Law Examination
  2010-03-25

Other Names

• Kristin Jordan
• Kristin Alice Powers