Jason Bernhardt Tholander

Current Employers

Employment History

• 01/2016 → Present
  Raymond James Financial Services, Inc
  Newton, MA
• 03/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Newton Lower Falls, MA

Previous Registrations

• 2011-09-27 → 2013-12-31
  Ameriprise Financial Services, Llc
  Middleton, MA

Other Businesses

(1)Name of Business: Address: 164 Concord Rd, Billerica, MA, 01821, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I own the property at 164 Concord Rd in Billerica. This building is currently a branch location I own, it is occupied by myself and another RIA that is working in the branch. In addition, the RIA is operating his approved outside business activity as a CPA. (2)Name of Business: 2345 Washington Street LLC Address: 2345 Washington Street, Newton Lower Falls, MA, 02462, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the managing member of 2345 Washington Street LLC, a real estate holding company that purchased my current office building in which we were operating our financial advisory practice in. (3)Name of Business: KTS Financial Group Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA name for marketing/support as an Investment Advisor, Financial Planner, Branch Manager (4)Name of Business: North Atlantic Investment Partners LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent from tenant of the sublease (5)Name of Business: North Atlantic Investment Partners, LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (6)Name of Business: North Atlantic Private Wealth Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Member of North Atlantic Investment Partners LLC.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-22