Jordan Travis
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 ManagementDec 2021 to now
- Balcom InvestmentsOct 2020 to Dec 2021
- TrueformDec 2017 to Sep 2020
- Northwest UniversityJun 2016 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7294787
- Firm CRD
- 108805