Chief Investment Officer · Columbia Advisory Partners, LLC
Jeremy D. Russell
CRD 6482069 · Named on Form ADV at one SEC-registered adviser
At a glance
Columbia Advisory Partners, LLC, an SEC-registered wealth manager based in Spokane, WA with $313 million in regulatory assets, lists Jeremy D. Russell on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Columbia Advisory Partners, LLCChief Investment OfficerWealth manager · Spokane, WA · $313M in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kimberly P. SmithChief Financial Officer, Columbia Advisory Partners, LLC
- Paul W. FelschChief Compliance Officer, Columbia Advisory Partners, LLC
- Keith BrowningPresident, Columbia Advisory Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.