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JG
CFP
JG
CFP

Jeffrey Gates

Coldstream Wealth Management
18 Years of Experience
Portland, OR
Sells Insurance
View SEC Summary
View SEC Summary

Jeffrey Gates is a CFP-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 4,386 clients with $14B in assets under management.

Coldstream Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
4,386 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$13.9B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and range up to 1.00% based on asset size and portfolio complexity. Minimum management fee is $10,000 for private wealth management and $150,000 for family office management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1155 SW Morrison St, Suite 400, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is an independent representative with various insurance carriers, focusing on fixed products. He also coaches high school lacrosse from March to June, dedicating about full-time hours during those months.

Employment History
Current Registrations
Coldstream Wealth Management
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Cable Hill Partners, LLC
May 2016 - June 2025 · 9 yrs 1 mo
Geneos Wealth Management, INC.
August 2011 - June 2016 · 4 yrs 10 mos
Tpg Financial Advisors, LLC
July 2008 - June 2016 · 7 yrs 11 mos
Geneos Wealth Management, INC.
June 2008 - December 2008 · 6 mos
State Registrations2 states
ORWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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