Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bernhardt Tholander has been working in the financial services industry since 2000. Jason is a registered representative with Raymond James Financial Services Advisors, Inc., and is licensed to provide investment advice in multiple states. Jason has experience with Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Jason is also an active member of the Merrimack Valley Estate Planning Council. Jason's specializations include: portfolio management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
12/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (NEWTON LOWER FALLS MA)
MA
08/12/2011 - 02/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MA
06/15/2007 - 08/15/2011
WELLS FARGO ADVISORS, LLC (BOSTON MA)
MA
05/05/2004 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MO
08/20/2001 - 05/18/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/06/2000 - 08/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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