Best Investors Account Sign in
Inactive

John Gross

Coldstream Wealth Management

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 2026-06-01
  • WA RA
    APPROVED
    Since 2026-06-01

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
Paragon Wealth Advisors Seattle WA 11/2023 03/2025
Paragon Wealth Advisors Seattle WA 04/2025 05/2026
Coldstream Wealth Management Bellevue WA 06/2026 Present
Ameriprise Financial Services, Llc Seattle WA 06/2022 10/2023
Brown Dog Construction Scappoose OR 05/2021 05/2022
Scappoose Bagel Scappoose OR 10/2014 08/2018
George Fox University Newberg OR 09/2018 05/2022
Scappoose High School Scappoose OR 09/2014 06/2018
  • 11/2023 → 03/2025
    Paragon Wealth Advisors
    Seattle, WA
  • 04/2025 → 05/2026
    Paragon Wealth Advisors
    Seattle, WA
  • 06/2026 → Present
    Coldstream Wealth Management
    Bellevue, WA
  • 06/2022 → 10/2023
    Ameriprise Financial Services, Llc
    Seattle, WA
  • 05/2021 → 05/2022
    Brown Dog Construction
    Scappoose, OR
  • 10/2014 → 08/2018
    Scappoose Bagel
    Scappoose, OR
  • 09/2018 → 05/2022
    George Fox University
    Newberg, OR
  • 09/2014 → 06/2018
    Scappoose High School
    Scappoose, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Designations
Other Names
  • John Christopher Gross
  • John Gross

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor