Jennifer Brandt is a registered investment advisor, based in Tacoma, WA, with 23 years of industry experience.
Location
1301 A Street, Suite 800, Tacoma, WA, 98402
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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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Jennifer works for Columbia Wealth Advisors as support staff, dedicating about 10-20% of her time. She also works at Umpqua Bank supporting financial advisors, dedicating about half her time or more.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2014 - October 2023 · 9 yrs 8 mos
Cetera Investment Services LLCBroker
January 2014 - October 2023 · 9 yrs 9 mos
Cetera Investment Services LLC
January 2014 - February 2014 · 1 mo
RBC Capital Markets, LLCBroker
February 2011 - April 2013 · 2 yrs 2 mos
RBC Capital Markets, LLC
February 2011 - April 2013 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
September 2009 - December 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
September 2009 - December 2010 · 1 yr 3 mos
Russell Investments
August 2008 - April 2009 · 8 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
June 2008 - April 2009 · 10 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2008 · 7 yrs 1 mo
State Registrations3 states
IDORWA
AdvisorBrokerBoth
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.