Jason David Falk

Employer firm

The Retirement Solution LLC CRD 148106

$699M regulatory AUM 108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING; TAX-MANAGED INDEXING; ESTATE PLANNING COORDINATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2018
  Wmsfp
  Seattle, WA
• 04/2017 → 08/2017
  Primo Painting
  Seattle, WA
• 11/2016 → 04/2017
  Clean Slate
  Seattle, WA
• 06/2016 → 11/2016
  Unemployed
  Greensboro, NC
• 02/2018 → 05/2019
  Sandlapper Securities, Llc
  Greenville, SC
• 06/2019 → 11/2024
  Mutual Of Omaha Investor Services
  Lynnwood, WA
• 06/2019 → 11/2024
  Mutual Of Omaha Insurance Company
  Lynnwood, WA
• 01/2025 → 12/2025
  Wms Wealth Management, Llc
  Mukilteo, WA
• 01/2025 → Present
  The Retirement Solutions
  Redmond, WA

Previous Registrations

• 2025-03-26 → 2026-03-05
  Wms Wealth Management Llc
  Mukilteo, WA
• 2019-06-07 → 2024-12-04
  Mutual Of Omaha Investor Services, Inc.
  Lynnwood, WA
  Spokane Valley, WA
  Sacramento, CA
  Phoenix, AZ
• 2019-02-27 → 2019-06-04
  Colony Park Financial Services Llc.
  Seattle, WA
  Greenville, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-27
• S63 Uniform Securities Agent State Law Examination
  2018-05-02

Other Names

• Jason David Falk
• Jason D Falk
• Jason Falk