# Jason David Falk

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE RETIREMENT SOLUTION LLC](https://search.stillhousedata.com/firm/148106) | 2026-01-14 | present | Yes |
| [WMS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/311372) | 2025-03-26 | 2026-03-05 | — |
| [MUTUAL OF OMAHA INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/611) | 2019-06-07 | 2024-12-04 | — |
| [COLONY PARK FINANCIAL SERVICES LLC.](https://search.stillhousedata.com/firm/41534) | 2019-02-27 | 2019-06-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6850587)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6850587.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.