Jason
Thonssen
Ballast Rock Private Wealth
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About this Advisor
Jason Thonssen is a financial advisor based in Kirkland, Washington, working with Ballast Rock Private Wealth. Jason has previously held positions at Integrity Financial Corporation, Provail, 3 Pigs Bbq, Coldstream Wealth Management, Ballast Rock Private Wealth, and Ballast Rock Private Wealth LLC. Jason has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Jason is part of Ballast Rock Private Wealth, which operates out of Kirkland, Washington. The firm has 10 employees and manages assets totaling $170.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ballast Rock Private Wealth includes asset-based and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ballast Rock Private Wealth Brokerage Details
$170,558,268
10
407
$419,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Thonssen Work History
Ballast Rock Private Wealth
Ballast Rock Private Wealth LLC
Coldstream Wealth Management
Integrity Financial Corporation
Provail
3 Pigs Bbq
Disclosures
Please visit the SEC profile of Jason Thonssen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ballast Rock Private Wealth
Kirkland, WA
Charleston, SC
Charleston, SC
Charleston, SC
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