Unclaimed Profile

Jason Michael Thonssen

BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, South Carolina

Series 65Clean record8 years registeredBALLAST ROCK PRIVATE WEALTH LLC

460 KING STREET, CHARLESTON, SC 29403CRD# 6920088Firm CRD# 322064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Thonssen · CHARLESTON, SC

Registration

CRD #6920088 · BALLAST ROCK PRIVATE WEALTH LLC · 8 years registered

Brand Profile

Not yet started

Career History

BALLAST ROCK PRIVATE WEALTH

Mar 2024 – present

BALLAST ROCK PRIVATE WEALTH

Aug 2022 – Mar 2024

Bothell, WA

COLDSTREAM WEALTH MANAGEMENT

May 2021 – Aug 2022

BELLEVUE, WA

INTEGRITY FINANCIAL CORPORATION

Apr 2018 – Dec 2020

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 2, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALLAST ROCK PRIVATE WEALTH LLC

CRD 322064 · SEC 801-129645

AUM

$171M

Regulatory assets under management

Employees

407 client accounts

Services offered by BALLAST ROCK PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALLAST ROCK PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jason Michael Thonssen offer?

Jason Michael Thonssen specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Jason Michael Thonssen's credentials?

Jason Michael Thonssen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Michael Thonssen located?

Jason Michael Thonssen is based in CHARLESTON, South Carolina, working with BALLAST ROCK PRIVATE WEALTH LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Jason Michael Thonssen charge for services?

Jason Michael Thonssen's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALLAST ROCK PRIVATE WEALTH LLC?

BALLAST ROCK PRIVATE WEALTH LLC has approximately 10 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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