Jeremiah Job
Jeremiah Job is a CFP, ChFC-designated registered investment advisor at Columbia Strategic Wealth Advisors, LLC, based in Seattle, WA, with 14 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 29 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Strategic Wealth Advisors' fees are negotiable but will not exceed 1.0% annually. Fees charged by third-party investment managers are in addition to Columbia Strategic Wealth Advisors' fees and are not negotiable. The firm manages assets on a non-discretionary basis.
Location
9030 35th Avenue Sw, Suite 100, Seattle, WA, 98126
Get directionsHistory
Regulatory History (1)
Regulatory
June 2015Other Business ActivitiesSells Insurance
Jeremiah owns Columbia Strategic Wealth Advisors, a life insurance brokerage, and dedicates about a quarter to more than half of his time to insurance sales and service. He also works full-time as a strategy consultant for Kaiser Permanente of Washington Health Plan, creating reports to manage the company's capital budget.
Employment History
Current Registrations
Columbia Strategic Wealth Advisors, LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations1 state
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.