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Jay Winston Cfp® Email & Phone Number

Wealth Management Associate at Coldstream Wealth Management
Location: Greater Seattle Area, United States, United States 9 work roles 1 school
1 work email found @coldstream.com 2 phones found area 603 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@coldstream.com
Direct phone (603) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Coldstream Wealth Management
Role
Wealth Management Associate
Location
Greater Seattle Area, United States, United States
Company size
231 employees

Who is Jay Winston Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jay Winston Cfp® is listed as Wealth Management Associate at Coldstream Wealth Management, a company with 231 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at coldstream.com, phone signal with area code 603, and a matched LinkedIn profile for Jay Winston Cfp®.

Jay Winston Cfp® previously worked as Associate Wealth Manager at Coldstream Wealth Management and Financial Advisor at Wayfinding Financial. Jay Winston Cfp® holds Bachelor'S Degree from Northeastern University.

Company email context

Email format at Coldstream Wealth Management

This section adds company-level context without repeating Jay Winston Cfp®'s masked contact details.

*@coldstream.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jay Winston Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jay Winston Cfp®

Jay Winston Cfp® is a Wealth Management Associate at Coldstream Wealth Management.

Current workplace

Jay Winston Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Coldstream Wealth Management
Coldstream Wealth Management
Wealth Management Associate
Kirkland, WA, US
Website
coldstream.com
Employees
231
AeroLeads page
Company profile
View company profile Email format
9 roles

Jay Winston Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Solutions Advisor

Merrill Edge
Dec 2018 - May 2021

Investment Advisor Representative

Voya Financial
Dec 2015 - Mar 2018

Sales Support Specialist

Symetra Financial
Jul 2015 - Nov 2015

Investment Advisor

Principal Financial
Jun 2014 - Jun 2015
Team & coworkers

Colleagues at Coldstream Wealth Management

Other employees you can reach at coldstream.com. View company contacts for 231 employees →

JH Jennifer Harrison, Fpqp® Jennifer Harrison, Fpqp® Colleague at Coldstream Wealth ManagementPortland, Oregon, United States, United States View → CH Cade Hampson Cade Hampson Colleague at Coldstream Wealth ManagementSeattle, Washington, United States, United States View → DH Daniel Hill Daniel Hill Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View → KQ Katie Quick, Cfp® Katie Quick, Cfp® Colleague at Coldstream Wealth ManagementPortland, Oregon, United States, United States View → AP Alexandra Pear, Fpqp® Alexandra Pear, Fpqp® Colleague at Coldstream Wealth ManagementPortland, Oregon, United States, United States View → BH Ben Hogan Ben Hogan Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View → JL James L. Moore, Aams®, Cmfc® James L. Moore, Aams®, Cmfc® Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View → KK Kevin Kepler Kevin Kepler Colleague at Coldstream Wealth ManagementKirkland, Washington, United States, United States View → CQ Calm Qi Calm Qi Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View → AS Amanda Smith Amanda Smith Colleague at Coldstream Wealth ManagementLaingsburg, Michigan, United States, United States View →
1 education record

Jay Winston Cfp® education

  • Northeastern University
    Northeastern University
    Bachelor'S Degree
FAQ

Frequently asked questions about Jay Winston Cfp®

Quick answers generated from the profile data available on this page.

What company does Jay Winston Cfp® work for?

Jay Winston Cfp® works for Coldstream Wealth Management.

What is Jay Winston Cfp®'s role at Coldstream Wealth Management?

Jay Winston Cfp® is listed as Wealth Management Associate at Coldstream Wealth Management.

What is Jay Winston Cfp®'s email address?

AeroLeads has found 1 work email signal at @coldstream.com for Jay Winston Cfp® at Coldstream Wealth Management.

What is Jay Winston Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 603 for Jay Winston Cfp® at Coldstream Wealth Management.

Where is Jay Winston Cfp® based?

Jay Winston Cfp® is based in Greater Seattle Area, United States, United States while working with Coldstream Wealth Management.

What companies has Jay Winston Cfp® worked for?

Jay Winston Cfp® has worked for Coldstream Wealth Management, Wayfinding Financial, Merrill Edge, Merrill Lynch Wealth Management, and Voya Financial.

Who are Jay Winston Cfp®'s colleagues at Coldstream Wealth Management?

Jay Winston Cfp®'s colleagues at Coldstream Wealth Management include Jennifer Harrison, Fpqp®, Cade Hampson, Daniel Hill, Katie Quick, Cfp®, and Alexandra Pear, Fpqp®.

How can I contact Jay Winston Cfp®?

You can use AeroLeads to view verified contact signals for Jay Winston Cfp® at Coldstream Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jay Winston Cfp® attend?

Jay Winston Cfp® holds Bachelor'S Degree from Northeastern University.

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