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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JASON DAVID PRETI

Advisor at UNLEASHED FINANCIAL LLC

KIRKLAND, WA

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Search this name across graphsid dfx:ria:965110be-0d6a-e507-3b32-044c70d09606

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNLEASHED FINANCIAL LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 18, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 18, 2007
First registration: Oct 23, 2007
Dual registered: no
IAPD individual key: 5372695

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNLEASHED FINANCIAL LLC	State registered	Jun 17, 2015	n/a	yes	KIRKLAND, WA	Current employment
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Jan 24, 2011	Jul 2, 2014	no	BELLEVUE, WA	Previous registration
APPROPRIATE BALANCE FINANCIAL SERVICES INC	Former SEC adviser	Mar 12, 2009	Feb 17, 2011	no	BELLEVUE, WA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Oct 23, 2007	Mar 4, 2009	no	EDMONDS, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLDSTREAM WEALTH MANAGEMENT	UNLEASHED FINANCIAL LLC	Jul 2, 2014	Jun 17, 2015	350	Firm change	Other
APPROPRIATE BALANCE FINANCIAL SERVICES INC	COLDSTREAM WEALTH MANAGEMENT	Feb 17, 2011	Jan 24, 2011	-24	Firm change	Other
FSC SECURITIES CORPORATION	APPROPRIATE BALANCE FINANCIAL SERVICES INC	Mar 4, 2009	Mar 12, 2009	8	Firm change	Other

Relationships

Registered with (4)

→ UNLEASHED FINANCIAL LLCRegistered adviserregistration: current employment
Jun 17, 2015 to presentfactForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 24, 2011 to Jul 2, 2014factForm ADV
→ APPROPRIATE BALANCE FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Mar 12, 2009 to Feb 17, 2011factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 23, 2007 to Mar 4, 2009factForm ADV

Dated events

No dated event names this entity yet.