Jeffrey L. Sadler

Some features on this profile are disabled

CRD#: 1637268

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Lynn Sadler was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1990. Jeffrey had worked at 7 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 10, 2016 - June 26, 2017

COLUMBIA ADVISORY PARTNERS, LLC

RIA

CRD#: 171616

Bellingham, WA

Past

November 20, 2001 - October 2, 2002

CROWN FINANCIAL GROUP, INC.

CRD#: 540

JERSEY CITY, NJ

Past

April 8, 1999 - March 21, 2001

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

February 18, 1997 - February 5, 1999

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

June 9, 1994 - February 3, 1997

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

February 20, 1992 - February 18, 1994

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

March 20, 1990 - January 21, 1992

NATWEST SECURITIES CORPORATION

CRD#: 18238

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBIA ADVISORY PARTNERS, LLC

CRD#: 171616 / SEC#: 801-116703

RIA

Registered Investment Advisory firm - (5/30/2019 Approved)

Arizona

Registered Investment Advisory firm - (5/31/2019 Terminated)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Florida

Registered Investment Advisory firm - (1/8/2018 Terminated)

Idaho

Registered Investment Advisory firm - (5/31/2019 Terminated)

Indiana

Registered Investment Advisory firm - (1/8/2018 Terminated)

Missouri

Registered Investment Advisory firm - (12/11/2018 Terminated)

Ohio

Registered Investment Advisory firm - (1/8/2018 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/4/2018 Terminated)

Oregon

Registered Investment Advisory firm - (6/4/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Utah

Registered Investment Advisory firm - (12/11/2018 Terminated)

Washington

Registered Investment Advisory firm - (6/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/1990

General Securities Representative Examination

Current Firm

COLUMBIA ADVISORY PARTNERS, LLC

CRD#: 171616 / SEC#: 801-116703

RIA

Registered Investment Advisory firm - (5/30/2019 Approved)

Arizona

Registered Investment Advisory firm - (5/31/2019 Terminated)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Florida

Registered Investment Advisory firm - (1/8/2018 Terminated)

Idaho

Registered Investment Advisory firm - (5/31/2019 Terminated)

Indiana

Registered Investment Advisory firm - (1/8/2018 Terminated)

Missouri

Registered Investment Advisory firm - (12/11/2018 Terminated)

Ohio

Registered Investment Advisory firm - (1/8/2018 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/4/2018 Terminated)

Oregon

Registered Investment Advisory firm - (6/4/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Utah

Registered Investment Advisory firm - (12/11/2018 Terminated)

Washington

Registered Investment Advisory firm - (6/7/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208

Mailing Address

Phone number

(509) 822-3850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLUMBIA ADVISORY PARTNERS, LLC ADV PART 2A (11/6/2025)

Regulatory assets under management

Total Number of Accounts	1,744
AUM (Assets Under Management)	$ 262,790,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey L. Sadler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COLUMBIA ADVISORY PARTNERS, LLC

CROWN FINANCIAL GROUP, INC.

GLEACHER & COMPANY SECURITIES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

TRUIST SECURITIES, INC.

JOSEPHTHAL & CO., INC.

NATWEST SECURITIES CORPORATION

Primary Firm SEC Registration

COLUMBIA ADVISORY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2016

Series 7

Date: 3/17/1990

Current Firm

COLUMBIA ADVISORY PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBIA ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors