Jason David Falk is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with THE RETIREMENT SOLUTION LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT SOLUTION LLC | 2026-01-14 | present | Yes |
| WMS WEALTH MANAGEMENT LLC | 2025-03-26 | 2026-03-05 | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2019-06-07 | 2024-12-04 | — |
| COLONY PARK FINANCIAL SERVICES LLC. | 2019-02-27 | 2019-06-04 | — |