Jared Kowalske (CRD# 7820834) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Retirement Solution Inc. | Redmond, WA | Nov 2023 - Current | < 1 |
The Retirement Solution | Redmond, WA | Dec 2021 - Current | 2 |
Appleone Employment Services | Seattle, WA | May 2021 - Nov 2021 | < 1 |
Keyston Bros. | Tukwilla, WA | Dec 2020 - May 2021 | < 1 |
Swiss Post Service | Seattle, WA | Oct 2020 - Nov 2020 | < 1 |
Seattle Credit Union | Seattle, WA | Jun 2020 - Oct 2020 | < 1 |
Ricoh Usa Inc. | Seattle, WA | Jan 2020 - Apr 2020 | < 1 |
Efinancial | Seattle, WA | Aug 2019 - Dec 2019 | < 1 |
Sandcastle Field Services | Brookfield, WI | Jan 2017 - May 2019 | 2 |
Ascension Logistics | Pewaukee, WI | Jan 2016 - Dec 2016 | < 1 |
Best Buy | Menomonee Falls, WI | Jun 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- WA
-
Total Assets Under Management475MILLIONS
-
Total Number of Accounts2,728ACCOUNTS
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Average Account Value$174,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA
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