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Jeremy Daniel Russell

COLUMBIA ADVISORY PARTNERS, LLC·SPOKANE, Washington
SIE, Series 7, Series 66Clean record10 years registeredCOLUMBIA ADVISORY PARTNERS, LLC
3918 N POST ST, SPOKANE, WA 99205CRD# 6482069Firm CRD# 171616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Daniel Russell · SPOKANE, WA
Registration
CRD #6482069 · COLUMBIA ADVISORY PARTNERS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

COLUMBIA ADVISORY PARTNERS, LLC
Mar 2016 – present
WADDELL & REED
Nov 2015 – Mar 2016
SPOKANE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 5, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLUMBIA ADVISORY PARTNERS, LLC
CRD 171616 · SEC 801-116703
AUM
$240M
Regulatory assets under management
Employees
16
1,652 client accounts
Services offered by COLUMBIA ADVISORY PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at COLUMBIA ADVISORY PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Jeremy Daniel Russell offer?
Jeremy Daniel Russell specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SPOKANE, Washington for a consultation.
What are Jeremy Daniel Russell's credentials?
Jeremy Daniel Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Daniel Russell located?
Jeremy Daniel Russell is based in SPOKANE, Washington, working with COLUMBIA ADVISORY PARTNERS, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Jeremy Daniel Russell charge for services?
Jeremy Daniel Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA ADVISORY PARTNERS, LLC?
COLUMBIA ADVISORY PARTNERS, LLC has approximately 16 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLUMBIA ADVISORY PARTNERS, LLC

Steven Thomas Larsen
SPOKANE, WA
CFP
Kimberly Patricia Smith
SPOKANE, WA
Matthew David Foust
SPOKANE, WA

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