Jeffrey R. Foster

RETIREMENT STRATEGIES, LTD.

DUBLIN, OH 43017

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CRD#: 2154762

Professional summary

Jeffrey R Foster, CFP®, who also goes by Jeffrey Robert Foster, is a registered financial advisor currently at RETIREMENT STRATEGIES, LTD. located in Dublin, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeffrey has worked at 8 firms and has passed the Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Robert Foster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RS Tax and Accounting Services, LLC RS Tax and Accounting Services, 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, tax and accounting services. Passive Partner. I do not provide any services through this company nor do I receive any direct compensation from this company beyond my ownership share. All tax and accounting services are provided by a qualified active partner who manages the business and is not securities licensed. July 20, 2011 2 total hours devoted per month. 2 hours devoted per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Foster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

July 2, 2012 - Present

RETIREMENT STRATEGIES, LTD.

Office #1: 5060 Parkcenter Ave Suite A, Dublin, OH 43017

RIA

CRD#: 163701

DUBLIN, OH

Past

August 6, 2008 - July 3, 2012

SIMPLY MONEY ADVISORS

RIA

CRD#: 106619

DUBLIN, OH

Past

July 10, 2008 - July 6, 2012

OSAIC WEALTH, INC.

CRD#: 23131

DUBLIN, OH

Past

April 13, 2004 - April 5, 2008

WEALTHSTONE EQUITIES, INC.

CRD#: 17826

COLUMBUS, OH

Past

January 1, 2000 - August 27, 2003

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

COLUMBUS, OH

Past

March 12, 1997 - August 27, 2003

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

October 22, 1991 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

July 11, 1991 - April 1, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 11, 1991 - April 1, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT STRATEGIES, LTD.

CRD#: 163701 / SEC#: 801-112738

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Ohio

Registered Investment Advisory firm - (6/27/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/2/2012)

IAR

Texas
(7/2/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/17/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/21/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

RETIREMENT STRATEGIES, LTD.

CRD#: 163701 / SEC#: 801-112738

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Ohio

Registered Investment Advisory firm - (6/27/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2018 Terminated)

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Contact information

Main Address

5060 Parkcenter Ave. Suite A, Dublin, OH 43017

Mailing Address

Phone number

(614) 799-8668

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	974
AUM (Assets Under Management)	$ 242,909,171

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey R. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLY MONEY ADVISORS

OSAIC WEALTH, INC.

WEALTHSTONE EQUITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERICAN EXPRESS SERVICE CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RETIREMENT STRATEGIES, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/1991

Series 7

Date: 7/9/1991

Series 8

Date: 4/21/1999

Current Firm

RETIREMENT STRATEGIES, LTD.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT STRATEGIES, LTD.

TRUST BUT VERIFY

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