Advisor at Coldstream Wealth Management
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Firm
Coldstream Wealth Management
Location
Portland, OR 97205
Credentials
Series 65
Industry experience
1 year
Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Flat fees may be charged for financial planning services; fees are negotiable based on complexity and scope.
Hourly fees are charged for certain advice not directly related to managed accounts; fees are negotiated individually.
Account minimum: $10,000 Minimum fee: Minimum management fee for private wealth management is $10,000; Family Office management minimum fee is $150,000; minimums may be waived at Coldstream's discretion.
1155 Sw Morrison St, Suite 400
Portland, OR 97205
Oregon
Coldstream Wealth Management
2025 - Present (1 year)
Coldstream Wealth Management
2025 - 2025 (1 year)
Cable Hill Partners, Llc
2024 - 2025 (1 year)
Cable Hill Partners
2023 - 2025 (2 years)
N/a
2022 - 2023 (1 year)
George Fox University
2021 - 2022 (1 year)
N/a
2020 - 2021 (1 year)
Makr Furniture
2020 - 2020 (1 year)
George Fox University
2020 - 2020 (1 year)
N/a
2018 - 2020 (2 years)
Green River College
2017 - 2018 (1 year)
NA
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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