Jessica
Peabody

Ashton Thomas Private Wealth

CRD#7417092
Investment Advisor
in Tucson, AZ

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About this Advisor

Jessica Peabody is a financial advisor based in Tucson, Arizona, working with Ashton Thomas Private Wealth. Jessica has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Battleground Restaurant Inc, Pima Community College, and Ashton Thomas Private Wealth, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Jessica is part of Ashton Thomas Private Wealth, which operates out of Tucson, Arizona. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

3971 E Paradise Falls Drive Suite 114
Tucson, AZ 85712

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

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

55

AZ Average: 37
Total Number of Accounts

5,334

AZ Average: 1,370
Average Account Size

$542,104

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

Jessica Peabody Work History

2022 - Present (2 years)

Ashton Thomas Private Wealth, LLC

2021 - 2022 (1 year)

Wells Fargo Clearing Services, LLC

2017 - 2019 (2 years)

Pima Community College

2014 - 2022 (8 years)

Wells Fargo Bank, Na

2013 - 2014 (1 year)

Battleground Restaurant Inc

Disclosures

Please visit the SEC profile of Jessica Peabody 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

Joshua May
Grand Junction, CO
Daniel Bennett
Scottsdale, AZ
Wills Marcello
Scottsdale, AZ
Marcel Campos
Midland, TX
Daniel Fontenot
Helena, MT
Jessica Peabody
Tucson, AZ
Douglas May
Scottsdale, AZ
David Hatfield
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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