Guided Search
Browse
Learn
About Us
For Advisors
Feedback
JK
Jay David Kaiser
R & R Retirement Services, INC
19 Years of Experience
View SEC Summary
View SEC Summary
Firm Information
R & R Retirement Services, INC
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$260K average
Assets Under Management
$13.2M
Fee Structure
There is no fee information provided in this document.
View Full Brochure on SEC
Areas of Practice
Insurance Planning
Loading...
Advisor Information
Office location
6023 Roosevelt Way Ne, Seattle, WA, 98115
Get directions
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Regulatory
May 2002
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
R & R Retirement Services, INC
December 2007 - Present · 18 yrs 1 mo
Previous Registrations
Jay D. Kaiser, Senior Advisor, INC.
May 2002 - April 2003 · 11 mos
MML Investors Services, INC.
Broker
October 1994 - March 1995 · 5 mos
Cigna Financial Advisors,inc.
Broker
November 1993 - June 1994 · 7 mos
State Registrations
1 state
WA
Advisor
Exams
No exam information available for this advisor.