Jacob Vitaliy Richards

Current Employers

The Retirement Solution Llc

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-10-06

WA RA
APPROVED

Since 2025-10-06

Branch Locations

1600 Continental Place Suite 105, Mt. Vernon, WA 98273 • United States

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nationwide Investment Services Corporation	Columbus	OH	06/2022	07/2025
Capital Recovery Systems Inc	Gahanna	OH	06/2019	08/2020
Panera	Sunbury	OH	01/2016	08/2018
Purdue University	West Lafayette	OH	07/2018	05/2022
Olentangy Local School District	Lewis Center	OH	07/2010	06/2018
The Retirement Solution	Mt. Vernon	WA	09/2025	Present

06/2022 → 07/2025

Nationwide Investment Services Corporation

Columbus, OH
06/2019 → 08/2020

Capital Recovery Systems Inc

Gahanna, OH
01/2016 → 08/2018

Panera

Sunbury, OH
07/2018 → 05/2022

Purdue University

West Lafayette, OH
07/2010 → 06/2018

Olentangy Local School District

Lewis Center, OH
09/2025 → Present

The Retirement Solution

Mt. Vernon, WA

Other Businesses

THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-06
S63	Uniform Securities Agent State Law Examination	2022-10-03

S65 Uniform Investment Adviser Law Examination

2025-10-06
S63 Uniform Securities Agent State Law Examination

2022-10-03

Other Names

Jake Vitaliy Richards

View on SEC IAPD