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JA

Jacob W. Atkinson

COLDSTREAM SECURITIES
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7157096
JA

Professional summary

Jacob William Atkinson is a registered financial professional currently at COLDSTREAM SECURITIES, INC. located in Bellevue, Washington.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2019. Jacob has worked at 2 firms and has passed the Series 63, Series 79TO, Series 82TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jacob William Atkinson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 17, 2026 - Present

COLDSTREAM SECURITIES, INC.

Office #1: One 100th Avenue Ne Suite 102, Bellevue, WA 98004
BD
CRD#: 46835
Bellevue, WA
Past

October 30, 2019 - October 4, 2021

MERIDIAN CAPITAL LLC

BD
CRD#: 172143
SEATTLE, WA

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
RR
Series 63
Date: 11/18/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/16/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 9/14/2020
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/11/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COLDSTREAM SECURITIES, INC.
COLDSTREAM SECURITIES, INC.

CRD#: 46835 / SEC#: , 8-51549

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One 100th Avenue Ne Suite 102, Bellevue, WA 98004
Mailing Address
One 100th Avenue Ne Suite 102, Bellevue, WA 98004
Phone number
(425) 283-1600
Established
Delaware since 03/05/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
COLDSTREAM HOLDINGS INCHOLDING COMPANY
FITZWILSON, KEVIN MICHAELCHIEF EXECUTIVE OFFICER -CEO2511528
YELLE, ERIKA ENGCHIEF COMPLIANCE OFFICER, CFO/FINOP1632625

Disclosures

Regulatory Event1

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

COLDSTREAM SECURITIES, INC.

CRD#: 46835Bellevue, WA 98004

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