Jay D. Kaiser
Professional summary
Jay David Kaiser, who also goes by J D Kaiser, J. David Kaiser, is a registered financial advisor currently at R & R RETIREMENT SERVICES, INC located in Seattle, Washington.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jay has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jay David Kaiser's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2007 - Present
R & R RETIREMENT SERVICES, INC
Office #1: 6023 Roosevelt Way Ne, Seattle, WA 98115May 15, 2002 - April 11, 2003
R & R RETIREMENT SERVICES, INC
October 18, 1994 - March 23, 1995
MML INVESTORS SERVICES, LLC
November 11, 1993 - June 17, 1994
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2007)
Exams
Current Firm
R & R RETIREMENT SERVICES, INC
CRD#: 118776 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 13,240,089 |
Red Flags
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