Jason Preti (CRD# 5372695) is an Investment Advisor Representative working at Unleashed Financial LLC in Kirkland, WA and has over 16 years of experience in the finance industry. Jason Preti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unleashed Financial LLC | Kirkland, WA | Mar 2015 - Current | 9 |
| Unemployed | Kirkland, WA | Jul 2014 - Feb 2015 | < 1 |
| Coldstream Capital Management, Inc. | Bellevue, WA | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- WA
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Total Assets Under Management6MILLIONS
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Total Number of Accounts38ACCOUNTS
-
Average Account Value$163,751
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
WA
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