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Jason D. Preti, CFP®

Investment Management and Financial Planning for Gen X & Y

Unleashed Financial LLC

Kirkland

WA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Coldstream Capital Management, Inc. 6 years, 8 months Jan 2011 - Present
Pacific West Securities, Inc. 7 years Sep 2010 - Present
Appropriate Balance Financial Services, Inc. 1 year, 10 months Mar 2009 - Jan 2011
Terwedo Financial Services 1 year, 8 months Jun 2007 - Feb 2009
Fsc Securities Corporation 1 year, 8 months Jun 2007 - Feb 2009

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Jason Preti

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Answers

Ask a financial questionAsk a question
Do I need to have money invested in other countries to properly diversify my portfolio?
Daniel, I firmly believe that diversification does require international exposure. That being said, you need to know what you are invested in and what you are adding to your portfolio when you try to determine your level of diversification. What I mean, if you currently own a typical S&P 500 ind...  (more)
Answered Jul 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 2, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jun 2, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Unleashed Financial LLC

    Last updated on March 14, 2017
      • $248.9K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 10
        Accounts
      • $24.9K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements