Jared Kowalske has been an investment adviser representative at The Retirement Solution since December 2023, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
- The Retirement Solution LLCCurrent– present · 2 yearsRedmond, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Jared Kowalske is registered as an investment adviser representative in Washington, since December 2023.
- WashingtonSince 6 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7820834
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jared Kowalske work?
Jared Kowalske is an investment adviser representative registered through The Retirement Solution LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jared Kowalske a financial advisor?
Yes. Jared Kowalske has a current investment-adviser registration in Washington, through The Retirement Solution since December 2023.
How many years of experience does Jared Kowalske have?
Jared Kowalske has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Jared Kowalske passed?
Jared Kowalske passed the Series 65 in October 2023.
Where is Jared Kowalske based?
Jared Kowalske’s registered office is in Redmond, WA.
Is Jared Kowalske registered with FINRA?
No. Jared Kowalske has no current broker registration.
How can I verify Jared Kowalske’s record?
Search CRD 7820834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Kowalske’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner