Joshua
May

Ashton Thomas Private Wealth

CRD#7907934
Investment Advisor
in Grand Junction, CO

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About this Advisor

Joshua May is a financial advisor based in Grand Junction, Colorado, working with Ashton Thomas Private Wealth. Joshua has previously held positions at Us Bank, Ashton Thomas Private Wealth, LLC, Cornell University, University Of Denver, United World College Usa, and Palisade High School. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Joshua is part of Ashton Thomas Private Wealth, which operates out of Grand Junction, Colorado. 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 65

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

649 Market Street 3Rd Floor
Grand Junction, CO 81505

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

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

55

CO Average: 37
Total Number of Accounts

5,334

CO Average: 1,370
Average Account Size

$542,104

CO 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

Joshua May Work History

2024 - Present (0 year)

Ashton Thomas Private Wealth, LLC

2021 - Present (3 years)

Us Bank

2018 - 2021 (3 years)

Cornell University

2017 - 2018 (1 year)

University Of Denver

2015 - 2017 (2 years)

United World College Usa

2014 - 2015 (1 year)

Palisade High School

Disclosures

Please visit the SEC profile of Joshua May 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

Wills Marcello
Scottsdale, AZ
Daniel Bennett
Scottsdale, AZ
Joshua May
Grand Junction, CO
Nicolaus Hansen
Scottsdale, AZ
Jessica Peabody
Tucson, AZ
Daniel Fontenot
Helena, MT
David Hatfield
Scottsdale, AZ
Douglas May
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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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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