Jason
Buchanan

Ashton Thomas Private Wealth

CRD#5107064
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jason Buchanan is a certified financial planner who works out of Scottsdale, Arizona with a total of 3 years of industry experience. Buchanan is an advisor for Ashton Thomas Private Wealth. Over the course of their career, they have held roles at J.P. Morgan Securities LLC, Ashton Thomas Private Wealth and M.S. Howells & Co. Buchanan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Florida, Ohio and Texas. Ashton Thomas Private Wealth is a financial advisory firm headquartered in Scottsdale, AZ. The investment advisory business has offices in 16 locations and a total of 48 advisors. It has $2 billion in assets under management between its 4,533 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 4,533 client accounts, 27% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. Fees charged by Ashton Thomas Private Wealth likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jason Buchanan Work History

Jason has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ashton Thomas Private Wealth

2020 - Present (4 years)

M.S. Howells & Co

2012 - 2020 (8 years)

J.P. Morgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Buchanan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
April Horace
Denver, CO
Jason Buchanan
Scottsdale, AZ
Brandon Kahoun
Scottsdale, AZ
Richard Garber
Saint Helena, CA
Julie Olander
Bozeman, MT
Rebecca Dammann
Bozeman, MT
Cade Hammarquist
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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