Jacob W. Atkinson
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.
Jacob William Atkinson was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2019. Jacob had worked at 2 firms and has passed the Series 63, Series 79TO, Series 82TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 17, 2026 - August 10, 2026
COLDSTREAM SECURITIES, INC.
October 30, 2019 - October 4, 2021
MERIDIAN CAPITAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 3/16/2026
Investment Banking Registered Representative ExaminationSeries 82TO
Date: 9/14/2020
Limited Representative-Private Securities OfferingsCurrent Firm
COLDSTREAM SECURITIES, INC.
CRD#: 46835 / SEC#: , 8-51549
Contact information
FINRA licenses (12 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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