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Jeremiah Guy Raymond Job

Jeremiah G. Job

COLUMBIA STRATEGIC WEALTH ADVISORS
Seattle, WA 98126
Some features on this profile are disabled
CRD#: 5941437
Jeremiah Guy Raymond Job

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.

top-8-questions

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.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COLUMBIA STRATEGIC WEALTH ADVISORS | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1601 FIFTH AVENUE SUITE 1100 SEATTLE, WA 98101 | START DATE: 5/15/2016 |NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) Kaiser Permanente of Washington Health Plan | Investment Related: No | Address: Renton, WA | Nature: Analytics & Reporting | Position / Title: Strategy Consultant | Start: 12/2019 | Approximate Number of Hours per Month: 160 | Market Hours: 5 hours a day | Duties: Create Reports to manage company's capital budget

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®

Certified Financial Planner

Start date: 2018

ChFC®

Chartered Financial Consultant

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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2011
General Securities Representative Examination

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 Accounts106
AUM (Assets Under Management)$ 13,400,000

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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