Kristin Jordan is a registered investment advisor, based in Tacoma, WA, with 15 years of industry experience.
Location
1301 A St, Suite 800, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristin works as a registered assistant to multiple advisors at Columbia Wealth Advisors, dedicating about half of her time. She also works at Umpqua Bank, partnering with CWA/Raymond James, and dedicates about half her time, with about 10-20% of her time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Chase Investment Services CORP.Broker
State Registrations5 states
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