Jennifer S. Estner
Professional summary
Jennifer Susan Estner, who also goes by Jennifer Susan Cameron, Jennifer Susan Cameron-lattek, Jennifer S Estner, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jennifer has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Susan Estner's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2025 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 1155 Sw Morrison St, Portland, OR 97205August 24, 2022 - June 17, 2025
CABLE HILL PARTNERS, LLC
September 16, 2021 - August 9, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
April 2, 2021 - August 16, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/3/2025)
Exams
Series 7TO
Date: 4/2/2021
General Securities Representative ExaminationCurrent Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,519 |
| AUM (Assets Under Management) | $ 12,438,532,202 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/27/2024 | ||
| 09/29/2023 |
Red Flags
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