Arthur Jacob Winston
Investment adviser representative at Coldstream Wealth Management
11 yearsExperience
2 statesRegistered in
$13.9BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Coldstream Wealth ManagementOct 2022 to now
- Wayfinding Financial, LLCMay 2021 to Oct 2022
- Bank of America, N.A.Apr 2018 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Apr 2021
- Clear View ConstructionJan 2016 to Mar 2018
- Voya Financial Advisors, Inc.Dec 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Coldstream Wealth Management
Legal name: Coldstream Capital Management Inc
$13.9BAssets managed
4,386Clients
140Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6101069
- Firm CRD
- 108805