AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JT

Jasmyn R. Tuner

Some features on this profile are disabled
CRD#: 6898281
JT

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.

Jasmyn Rae Tuner, who also goes by Jasmyn Tuner, was a registered financial professional .

Jasmyn is a previously registered financial professional and started their career in finance in 2018. Jasmyn had worked at 1 firm and has passed the Series 65 and Series 50 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jasmyn Tuner

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

January 5, 2018 - February 28, 2019

COLUMBIA CAPITAL MANAGEMENT, LLC

RIA
CRD#: 112773
OVERLAND PARK, KS

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".
CC
COLUMBIA CAPITAL MANAGEMENT, LLC
COLUMBIA CAPITAL MANAGEMENT, LLC

CRD#: 112773 / SEC#: 801-55499

RIA
Registered Investment Advisory firm - (5/15/1998 Approved)

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 50
Date: 9/22/2016
Municipal Advisor Representative Qualification Exam

Current Firm


CC
COLUMBIA CAPITAL MANAGEMENT, LLC
COLUMBIA CAPITAL MANAGEMENT, LLC

CRD#: 112773 / SEC#: 801-55499

RIA
Registered Investment Advisory firm - (5/15/1998 Approved)
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
6700 Antioch Suite 250, Merriam, KS 66204
Mailing Address
Phone number
(913) 248-8500
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

COLUMBIA CAPITAL MANAGEMENT, LLC, INVESTMENT ADVISORY BROCHURE (3/14/2025)

Regulatory assets under management


Total Number of Accounts102
AUM (Assets Under Management)$ 1,936,145,185

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 CAPITAL MANAGEMENT, LLC

CRD#: 112773

TRUST BUT VERIFY

Monitor Jasmyn Tuner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics