Jason D. Preti

UNLEASHED FINANCIAL LLC

Kirkland, WA

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CRD#: 5372695

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.

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 compensation based on product sales.

I provide fee-only financial planning and investment management geared toward young professionals and growing families with three primary objectives: Financial Planning, Financial Education, and Investment Management.

I created Unleashed Financial for clients that need comprehensive planning and investment management. You need a plan for your current goals and long-term wealth accumulation. I understand and help you meet your goals.

Question & Answer

What are your service offerings?

Retirement Planning

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Generation X

Hourly

Investment Advice with Ongoing...

Middle Income Client Needs

Millennials

Retirement Plan Investment Adv...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Preti's 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: 2010

Experience

Current

June 17, 2015 - Present

UNLEASHED FINANCIAL LLC

RIA

CRD#: 182522

Kirkland, WA

Past

January 24, 2011 - July 2, 2014

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 108805

BELLEVUE, WA

Past

January 24, 2011 - July 2, 2014

COLDSTREAM SECURITIES, INC.

CRD#: 46835

BELLEVUE, WA

Past

September 14, 2010 - January 26, 2011

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

BELLEVUE, WA

Past

March 12, 2009 - February 17, 2011

APPROPRIATE BALANCE FINANCIAL SERVICES INC

RIA

CRD#: 105458

BELLEVUE, WA

Past

October 23, 2007 - March 4, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

EDMONDS, WA

Past

September 21, 2007 - March 4, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

EDMONDS, WA

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

Washington
(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

State Security Law Exam

IAR

Series 66

Date: 10/18/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/2007

General Securities Representative Examination

Current Firm

UNLEASHED FINANCIAL LLC

PRETI, JASON D | UNLEASHED FINANCIAL LLC | UNLEASHED FINANCIAL

CRD#: 182522 / SEC#:

Texas

Registered Investment Advisory firm - (12/31/2019 Terminated)

Washington

Registered Investment Advisory firm - (6/17/2015 Approved)

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).

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Contact information

Main Address

Kirkland, WA

Mailing Address

Phone number

(425) 954-6781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 8,153,916

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Jason D. Preti

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Preti's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNLEASHED FINANCIAL LLC

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM SECURITIES, INC.

PACIFIC WEST SECURITIES, INC.

APPROPRIATE BALANCE FINANCIAL SERVICES INC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2007

Series 7

Date: 9/20/2007

Current Firm

UNLEASHED FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNLEASHED FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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