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Jeremiah Guy Raymond Job

Jeremiah G. Job

COLUMBIA STRATEGIC WEALTH ADVISORS
Seattle, WA 98126
CRD#: 5941437
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Jeremiah Guy Raymond Job
Jeremiah Guy Raymond JobCOLUMBIA STRATEGIC WEALTH ADVISORS

Professional summary


Jeremiah Guy Raymond Job, CFP®, ChFC®, who also goes by Jeremiah Guy Ramond Job, is a registered financial advisor currently at COLUMBIA STRATEGIC WEALTH ADVISORS, LLC located in Seattle, Washington.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeremiah has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jeremiah Guy Ramond Job

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) - RIA


Click below to view Jeremiah Guy Raymond Job's CRS (Customer Relationship Summary).

Certified licenses


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

Start date: 2018

Experience


Current

August 31, 2020 - Present

COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

Office #1: 9030 35th Avenue Sw Suite 100, Seattle, WA 98126
RIA
CRD#: 306966
Seattle, WA
Past

July 18, 2011 - September 9, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
SEATTLE, WA
Past

June 29, 2011 - September 9, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
SEATTLE, WA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(8/31/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/15/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

CRD#: 306966 / SEC#:

Washington
Registered Investment Advisory firm - (8/31/2020 Approved)
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Contact information


Main Address
9030 35th Avenue Sw Suite 100, Seattle, WA 98126
Mailing Address
Phone number
(206) 701-9196
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts105
AUM (Assets Under Management)$ 13,350,000

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.

Company Information


COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

CRD#: 306966Seattle, WA 98126

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