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Jesse Benjamin Sigrist

Coldstream Wealth Management

Bellevue, WA

Portland, OR

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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

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

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Cable Hill Partners, Llc Portland OR 01/2024 05/2025
Cable Hill Partners Portland OR 01/2023 06/2025
George Fox University Newberg OR 05/2021 04/2022
Makr Furniture Kent WA 06/2020 08/2020
George Fox University Newberg OR 01/2020 04/2020
Green River College Auburn WA 03/2017 06/2018
Na Renton WA 01/2014 06/2017
N/A Newberg OR 04/2022 01/2023
N/A Newberg OR 08/2020 05/2021
N/A Newberg OR 06/2018 01/2020
Coldstream Wealth Management Portland OR 06/2025 06/2025
Coldstream Wealth Management Portland OR 06/2025 Present
  • 01/2024 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 01/2023 → 06/2025
    Cable Hill Partners
    Portland, OR
  • 05/2021 → 04/2022
    George Fox University
    Newberg, OR
  • 06/2020 → 08/2020
    Makr Furniture
    Kent, WA
  • 01/2020 → 04/2020
    George Fox University
    Newberg, OR
  • 03/2017 → 06/2018
    Green River College
    Auburn, WA
  • 01/2014 → 06/2017
    Na
    Renton, WA
  • 04/2022 → 01/2023
    N/A
    Newberg, OR
  • 08/2020 → 05/2021
    N/A
    Newberg, OR
  • 06/2018 → 01/2020
    N/A
    Newberg, OR
  • 06/2025 → 06/2025
    Coldstream Wealth Management
    Portland, OR
  • 06/2025 → Present
    Coldstream Wealth Management
    Portland, OR
Previous Registrations
  • 2024-06-03 → 2025-06-18
    Cable Hill Partners, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-02
  • S65 Uniform Investment Adviser Law Examination
    2024-06-02

View on SEC IAPD

Other Firms

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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

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