Best Investors Account Sign in
Inactive

Jason David Falk

The Retirement Solution LLC

Redmond, WA

Claim This Profile
Current Employers
The Retirement Solution Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-14
  • WA RA
    APPROVED
    Since 2026-01-14

Branch Locations

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
OrganizationCityStateFromTo
Wmsfp Seattle WA 09/2017 05/2018
Primo Painting Seattle WA 04/2017 08/2017
Clean Slate Seattle WA 11/2016 04/2017
Unemployed Greensboro NC 06/2016 11/2016
Sandlapper Securities, Llc Greenville SC 02/2018 05/2019
Mutual Of Omaha Investor Services Lynnwood WA 06/2019 11/2024
Mutual Of Omaha Insurance Company Lynnwood WA 06/2019 11/2024
Wms Wealth Management, Llc Mukilteo WA 01/2025 12/2025
The Retirement Solutions Redmond WA 01/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-27
S63 Uniform Securities Agent State Law Examination 2018-05-02
  • 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

View on SEC IAPD

Other Firms

SUNRISE PLANNING & ADVISORY LLC
FIREBRAND WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor