Jared Kowalske

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

• 11/2023 → Present
  The Retirement Solution Inc.
  Redmond, WA
• 12/2021 → 10/2024
  The Retirement Solution
  Redmond, WA
• 05/2021 → 11/2021
  Appleone Employment Services
  Seattle, WA
• 12/2020 → 05/2021
  Keyston Bros.
  Tukwilla, WA
• 10/2020 → 11/2020
  Swiss Post Service
  Seattle, WA
• 06/2020 → 10/2020
  Seattle Credit Union
  Seattle, WA
• 01/2020 → 04/2020
  Ricoh Usa Inc.
  Seattle, WA
• 08/2019 → 12/2019
  Efinancial
  Seattle, WA
• 01/2017 → 05/2019
  Sandcastle Field Services
  Brookfield, WI
• 01/2016 → 12/2016
  Ascension Logistics
  Pewaukee, WI
• 10/2024 → Present
  The Retirement Solution
  Redmond, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-02