JK
JK
Jay Kaiser
20 Years of Experience
Seattle, WA
1 Disclosure
Jay Kaiser is a registered investment advisor at R & R Retirement Services, INC, based in Seattle, WA, with 20 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 50 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.7M
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Location
6023 Roosevelt Way Ne, Seattle, WA, 98115
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Regulatory History (1)
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Regulatory
May 2002Final
Employment History
Current Registrations
R & R Retirement Services, INC
December 2007 - Present · 18 yrs 5 mos
Previous Registrations
Jay D. Kaiser, Senior Advisor, INC.
May 2002 - April 2003 · 11 mos
MML Investors Services, INC.Broker
October 1994 - March 1995 · 5 mos
Cigna Financial Advisors,inc.Broker
November 1993 - June 1994 · 7 mos
State Registrations1 state
WA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.