Jason Robert Dohaney

Current Employers

Employment History

• 02/2010 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 06/2010 → 10/2025
  Mountainone Bank Dba Mountainone Investment Group
  North Adams, MA
• 10/2025 → Present
  Kestra Investment Services, Llc
  Williamstown, MA
• 10/2025 → Present
  Kestra Advisory Services, Llc
  Williamstown, MA

Previous Registrations

• 2010-02-03 → 2025-10-06
  Commonwealth Financial Network
  Williamstown, MA
  North Adams, MA
  Williamstown, MA
  Pittsfield, MA
  Stockbridge, MA

Other Businesses

Name: SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2025 ADDRESS: 100 Hospital Way, Bennington VT 05201, United States DESCRIPTION: Attending regular board meetings, community events, and charitable functions. Name: GREEN RIVER FINANCIAL SERVICES POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2025 ADDRESS: 10 Walden Street, Floor 3, Williamstown MA 01267, United States DESCRIPTION: - Day to day operational decisions, including hiring, firing, and other key management decisions - Duties that come with wealth management and advisory services - Oversight of key financial decisions including payroll, ownership distributions, and expense management Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name; CAAIS PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 130 Water Street, Williamstown MA 01267, United States DESCRIPTION: Maintain building

Exams

• S66 Uniform Combined State Law Examination
  2007-07-25