Jason Thonssen (CRD# 6920088) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Kirkland, WA and has over 6 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Rock Private Wealth | Charleston, SC | Aug 2022 - Current | 1 |
| Ballast Rock Private Wealth LLC | Bothell, WA | Aug 2022 - Current | 1 |
| Coldstream Wealth Management | Bellevue, WA | Nov 2020 - Jul 2022 | 1 |
| Integrity Financial Corporation | Bellevue, WA | Feb 2016 - Nov 2020 | 4 |
| Provail | Seattle, WA | Jul 2014 - Feb 2016 | 1 |
| 3 Pigs Bbq | Bellevue, WA | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- SC
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts407ACCOUNTS
-
Average Account Value$419,062
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, IL, NY, SC, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.