Jacob Richards
Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Retirement Solution LLC
Location
Redmond, WA 98052
Credentials
Series 63, Series 65
Industry experience
3 years
Jacob Richards is a financial advisor at The Retirement Solution LLC in Redmond, WA, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corporation and Capital Recovery Systems INC. Richards also has a background in education, having worked at Purdue University and Olentangy Local School District. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and return.
Based on The Retirement Solution LLC
Based on The Retirement Solution LLC
One-time $1,500 fee for estate planning coordination services (Wealth.com platform)
Commissions on insurance products based on premium paid; up-front and/or trail commissions
Fee-only: Fixed fees for financial planning; ongoing financial planning fees per The Retirement Club Agreement (negotiable, fixed fee basis)
18300 Redmond Way, Suite 250
Redmond, WA 98052
Washington
The Retirement Solution
2025 - Present (1 year)
Nationwide Investment Services Corporation
2022 - 2025 (3 years)
Capital Recovery Systems INC
2019 - 2020 (1 year)
Purdue University
2018 - 2022 (4 years)
Panera
2016 - 2018 (2 years)
Olentangy Local School District
2010 - 2018 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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