Daniel
Fontenot
Ashton Thomas Private Wealth
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About this Advisor
Daniel Fontenot is a financial advisor based in Helena, Montana, working with Ashton Thomas Private Wealth. Daniel has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Wells Fargo Bank, N.A, and Ashton Thomas Private Wealth, LLC. Daniel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Montana. Currently, Daniel is part of Ashton Thomas Private Wealth, which operates out of Helena, Montana. 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
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,891,584,875
55
5,334
$542,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Daniel Fontenot Work History
Ashton Thomas Private Wealth, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Daniel Fontenot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Helena, MT
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