JR
Jeremy D. Russell
COLUMBIA ADVISORY PARTNERS
SPOKANE, WA 99208
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CRD#: 6482069
JR
Professional summary
Jeremy Daniel Russell, who also goes by Jeremy Russell, is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeremy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Russell
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.
AS OF 06/16/23 - OWNER OF STEWARD ALTS, LLC, A PRIVATE PLACEMENT MANAGER FOR PRIVATE FUNDS, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PRIVATE FUNDS. AS OF 06/16/23 - OWNER OF SNAP FP, LLC, DEVELOPER OF FINANCIAL PLANNING SOFTWARE, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING CONSULTING ADVICE FOR THE DEVELOPMENT OF FINANCIAL PLANNING SOFTWARE.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Daniel Russell'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®
NoneExperience
Current
March 15, 2016 - Present
COLUMBIA ADVISORY PARTNERS, LLC
Office #1: 6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208RIA
CRD#: 171616
SPOKANE, WA
Past
November 5, 2015 - March 22, 2016
WADDELL & REED
RIA
CRD#: 866
SPOKANE, WA
Past
August 14, 2015 - March 22, 2016
WADDELL & REED
BD
CRD#: 866
SPOKANE, WA
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".
CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
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)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(3/15/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
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
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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
18
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 262,790,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
