James Russell Mckay

Current Employers

Employment History

• 11/2008 → Present
  J&S Pension Services D/B/A Pacific Pensions Services Nw
  Tukwila, WA
• 07/1993 → Present
  Pacific Rim Financial Group, Inc
  Renton, WA
• 08/2014 → 08/2017
  Northwest Retirement Plan Consultants, Llc
  Tukwila, WA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Clackamas, OR
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2022 → Present
  American Benefits Financial Services
  Beaverton, OR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-12-21 → 2021-06-09
  Voya Financial Advisors, Inc.
  Clackamas, OR
  Tukwila, WA
  Tukwila, WA
  Windsor, CT
  Tukwila, WA
  Clackamas, OR

Other Businesses

1)GRANDMA MABELS HOUSE, LLC; NO; 6000 SOUTHCENTER BLVD #70; TUKWILA; WA; 98188; RENTAL PROPERTY; CO-OWNER; 7/26/2017; 5; 0; MANAGING RENTAL PROPERTY 2)PACIFIC RIM FINANCIAL GROUP, INC; YES; SAME AS REGISTERED LOCATION,; FINANCIAL SERVICES/DBA; MANAGING MEMBER/PRESIDENT; 7/1/1993; 160; 160; SALE OF FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS 3) ESTATE PLANNING COUNCIL OF SOUTH KING COUNTY; YES; PO BOX 1332; KENT; WA; 98035; INDUSTRY NETWORKING GROUP; CHARTER MEMBER; 3/9/2012; 3; 3; MEET TO DISCUSS ESTATE PLANNING ISSUES AND TO NETWORK WITH OTHER LOCAL ESTATE PLANNING PROFESSIONALS 4) INDEPENDENT INSURANCE AGENT; YES; SAME AS REGISTERED LOCATION,; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/13/1986; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 5) MCKAY WEALTH MANAGEMENT; YES; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES/DBA; CO-OWNER; 8/1/2014; 40; 40; SALE & SERVICE OF INSURANCE, SECURITIES AND INVESTMENT PRODUCTS. 6) NAME OF OTHER BUSINESS: MCKAY RETIREMENT CONSULTANTS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE AND SERVICE INSURANCE & FINANCIAL SERVICES; 7) J&S PENSION SERVICES D/B/A PACIFIC PENSIONS SERVICES NW; YES; SAME AS REGISTERED LOCATION,; THIRD PARTY ADMINISTRATOR; OWNER; 11/1/2008; 8; 8; MANAGE THE EMPLOYMENT OF STAFF AND BUSINESS. NO OPERATIONAL DUTIES. 8) JAMES R MCKAY, CFP, LLC; YES; SAME AS REGISTERED LOCATION,; DBA; OWNER; 1/1/2009; 160; 160; DBA FOR INSURANCE AND INVESTMENTS 9) AMERICAN BENEFITS FINANCIAL SERVICES, INVESTMENT RELATED: YES, SAME AS REGISTERED LOCATION, ,FINANCIAL SERVICES, STARTED: 01/2022,: OWNER, APX NUMBER OF HOURS PER WEEK: 20, DURING TRADING HOURS: 20, DBA FOR FINANCIAL SERVICES; 10) LIFE SETTLEMENT BUSINESS, INVESTMENT RELATED: NO, SAME AS REGISTERED LOCATION, LIFE SETTLEMENT, STARTED: 12/2024,APX NUMBER OF HOURS PER WEEK: VARIES, DURING TRADING HOURS: VARIES, INSURANCE AGENT, SELLS LIFE SETTLEMENTS THROUGH CETERA APPROVED VENDORS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-10
• S63 Uniform Securities Agent State Law Examination
  1983-11-22

Designations

Other Names

• Jim Mckay