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Jeremy Daniel Russell

COLUMBIA ADVISORY PARTNERS, LLC·SPOKANE, Washington
Clean recordCOLUMBIA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy Daniel Russell is a registered financial advisor based in SPOKANE, Washington, affiliated with COLUMBIA ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC
AUM
$240M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at COLUMBIA ADVISORY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6482069
Firm CRD# 171616
View on FINRA BrokerCheck →

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05

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
Kimberly Patricia Smith
SPOKANE, WA
Matthew David Foust
SPOKANE, WA

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