John
Morzelewski

Ashton Thomas Private Wealth, LLC

CRD#2772400
Investment Advisor
in Draper, UT

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About this Advisor

John Morzelewski is a financial advisor who works out of Draper, Utah, with 23 years of financial industry experience. Morzelewski is an advisor for Ashton Thomas Private Wealth, LLC. Throughout their career, they have worked at Gentry Wealth Management, Fidelity Brokerage Services, Inc, Meridian United Capital, Accelerated Capital Group, Ashton Thomas Private Wealth, Peachtree Capital Corp, Ashton Thomas Insurance and M. S. Howells & Co. Morzelewski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Ashton Thomas Private Wealth, LLC is an advisory company that has its headquarters in Draper, Utah. The firm has offices in three locations and a total of 13 employees. It manages $242 million in assets across its 1,025 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,025 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Ashton Thomas Private Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which services are provided. Fees billed by Ashton Thomas Private Wealth, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

292 East 12200 South, Suite 100 Office A-2
Draper, UT 84020

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Ashton Thomas Private Wealth, LLC Brokerage Details

Total Assets Under Management

$368,460,274

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

14

UT Average: 37
Total Number of Accounts

1,428

UT Average: 1,370
Average Account Size

$258,025

UT Average: $1,135,308

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Investment Advisory Services

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

John Morzelewski Work History

John has 23 years of experience.

2018 - Present (1 year)

M. S. Howells & Co

2017 - Present (2 years)

Ashton Thomas Private Wealth

2017 - Present (2 years)

Ashton Thomas Insurance

2017 - 2018 (1 year)

Peachtree Capital Corp

2012 - 2016 (4 years)

Accelerated Capital Group

2011 - 2016 (5 years)

Gentry Wealth Management

2011 - 2012 (1 year)

Meridian United Capital

1995 - 2011 (16 years)

Fidelity Brokerage Services, Inc

Disclosures

John Morzelewski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ashton Thomas Private Wealth

John Morzelewski
Draper, UT

This content was compiled from the SEC and FINRA.

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