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Jason Falk

The Retirement Solution LLC
8 Years of Experience
Redmond, WA
Sells Insurance
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Jason Falk is a registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 824 clients with $700M in assets under management.

The Retirement Solution LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
824 clients
Average Client Portfolio
$849K average
Assets Under Management
$699.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management

The Retirement Solution LLC does not currently charge advisory fees based on a percentage of your portfolio. Instead, clients generally pay fixed fees for asset management and financial planning services as detailed in their client agreement.

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Location

18300 Redmond Way, Suite 250, Redmond, WA, 98052

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason has been an insurance agent since 2019, selling life, health, and annuity products. This activity takes about 10-20% of his time during trading hours.

Employment History
Current Registrations
The Retirement Solution LLC
January 2026 - Present · 9 mos
Previous Registrations
Wms Wealth Management LLC
March 2025 - March 2026 · 1 yr
Mutual of Omaha Investor Services, INC.
June 2019 - December 2024 · 5 yrs 6 mos
Mutual of Omaha Investor Services, INC.Broker
June 2019 - December 2024 · 5 yrs 6 mos
Sandlapper Wealth Management, LLC
February 2019 - June 2019 · 4 mos
Sandlapper Securities, LLCBroker
March 2018 - June 2019 · 1 yr 3 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.
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