Coldstream Wealth Management
Jacob Jones has experience working in various roles at multiple organizations. At Coldstream Wealth Management, Jacob served as a Client Services Associate. Previous roles include Technical Recruiter and Account Manager at Apex Systems, as well as Technical Recruiter. Jacob also worked at Aplus Housing as an Operational Specialist and Field Service Representative. This diverse background demonstrates a blend of client services, recruitment, and operational support skills.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”