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Jason Michael Thonssen

Ballast Rock Private Wealth

Kirkland, WA

Charleston, SC

CRD 6920088

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Employer firm

Ballast Rock Private Wealth CRD 322064

$406M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Ballast Rock Private Wealth

460 King Street Suite 200, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-06-18
SC RA APPROVED 2024-03-22
  • WA RA
    APPROVED
    Since 2025-06-18
  • SC RA
    APPROVED
    Since 2024-03-22

Branch Locations

Kirkland, WA • United States

460 King Street Suite 200, Charleston, SC 29403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrity Financial Corporation Bellevue WA 02/2016 11/2020
Coldstream Wealth Management Bellevue WA 11/2020 07/2022
Ballast Rock Private Wealth, Llc Charleston SC 08/2022 05/2026
Ballast Rock Private Wealth Bothell WA 08/2022 05/2026
Ballast Rock Private Wealth, Llc Charleston SC 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-02
  • S65 Uniform Investment Adviser Law Examination
    2018-04-02

View on SEC IAPD

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