Jason David Preti
CFP®Professional Summary
Jason David Preti, CFP® is a registered financial advisor currently at UNLEASHED FINANCIAL LLC located in Kirkland, Washington. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 6 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
Specializations
Biography
Jason D. Preti, a CERTIFIED FINANCIAL PLANNER™ professional, is the founder and president of Unleashed Financial LLC, a Fee-Only financial planning and investment management firm located in Kirkland WA. Unleashed Financial is a Registered Investment Advisory firm with the state of Washington and offers Fee-Only hourly planning services, comprehensive financial planning, and investment management. As a fee-only advisor, I am responsible for acting in the client's best interest. I do not accept any fees or...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
PRETI, JASON D | UNLEASHED FINANCIAL LLC | UNLEASHED FINANCIAL
Contact Information
Main Address
Kirkland, WAPhone Number
(425) 954-6781# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$10,480,436Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/17/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jason David Preti's CRS (Customer Relationship Summary).
Services Offered by Jason
- Retirement Planning
- Investment Management
- Financial Planning
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