Jordan Taylor Peterson
Investment adviser representative at Coldstream Wealth Management
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Coldstream Wealth ManagementSep 2026 to now
- Corient Services LLCJul 2023 to Sep 2026
- CorientJan 2023 to Sep 2026
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Columbia Pacific Wealth ManagementAug 2018 to Aug 2023
- Columbia Pacific Advisors, LLCJan 2018 to Aug 2018
- Endodontic SolutionsMar 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7257232
- Firm CRD
- 108805