Jason Richert

Current Employers

Employment History

• 09/2007 → 10/2017
  Just J Solutions
  Sammamish, WA
• 02/2017 → 06/2021
  Voya Financial Advisors, Inc.
  Bellevue, WA
• 01/2021 → Present
  Mckay Wealth Management
  Renton, WA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Richert Enterprises Llc
  Renton, WA

Previous Registrations

• 2017-03-31 → 2021-06-09
  Voya Financial Advisors, Inc.
  Bellevue, WA
  Windsor, CT
  Mountlake Terrace, WA
  Tukwila, WA

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION,; Fixed Insurance Sales; Independent Insurance Agent; 2/13/2017; 160; 160; Sales of Fixed Insurance products| 2) NAME OF ENTITY: McKay Retirement Consultants; Yes; SAME AS REGISTERED LOCATION,; Financial Services/dba; Financial Advisor; 1/1/2021; 160; 160; Sale and Service Insurance, Securities and Investment Products.| 3) NAME OF OTHER BUSINESS: MCKAY WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES/INSURANCE SALES; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, INSURANCE PRODUCTS SALES; 4) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LIFE SETTLEMENT, START DATE: 12/2024, APX NUMBER OF HOURS PER WEEK: 3, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH CETERA APPROVED VENDORS;. 5. NAME OF OTHER BUSINESS: RICHERT ENTERPRISES LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: ROTARY CLUB OF BELLEVUE EASTSIDE ; INVESTMENT RELATED: NO ADDRESS: 3241 225TH AVE SE, SAMMAMISH, WA 98075; NATURE OF BUSINESS: NON PROFIT ; START DATE: 9/1/2026 ; POSITION/TITLE/RELATIONSHIP: RI-FOUNDTN-CHAIR; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ORGANIZE CLUB LEVEL ACTIVITIES AS IT PERTAINS TO ROTARY INTERNATIONAL FOUNDATION; 7.NAME OF OTHER BUSINESS: BELLEVUE EASTSIDE ROTARY CLUB FOUNDATION; INVESTMENT RELATED: NO ADDRESS: 3241 225TH AVE SE, SAMMAMISH, WA 98075 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 9/1/2026 ; POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ATTND BOARD MEETINGS, MAINT MEETING MINUTES ;

Exams

• S66 Uniform Combined State Law Examination
  2017-03-22