Our Team

Meet Our Team

Teams

  • Team Fitzwilson

Locations

  • Bellevue

Roles

  • Client Services

Jake Jones

Client Services Administrator

As a Client Services Administrator, Jake works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jake is able to provide our clients with worry free solutions to some of their daily stressors.

Jake attended Western Washington University and graduated with a Bachelor’s in Sociology and Political Science. Prior to joining Coldstream, Jake worked in tech recruiting, supporting scalable workforce solutions for Fortune 500, mid-market, and emerging companies across major industries. Growing up, his family owned and operated restaurants, in which he held a variety of roles, gaining valuable work ethic early on. Jake looks forward to starting his financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

I don’t treasure many tangible items, but I do value all the trips and memories I have taken with my wife, family, and friends. Some of my favorites include Honolulu, Whistler, and Rome.

HOBBIES

As an avid golfer, I am always looking to play a round and try new courses. When I am not working on my swing, you can find me rooting for the Mariners and Seahawks!