Jason Tholander
Jason Tholander is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Billerica, MA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
164 Concord Rd, Billerica, MA, 01821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns rental real estate properties and is the managing member of 2345 Washington Street LLC, a real estate holding company. He is also the 2nd Vice President of the Merrimack Valley Estate Planning Council and collects rent from a tenant of a sublease for North Atlantic Investment Partners LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations40 states
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