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Jason M Buchanan

Ashton Thomas Private Wealth

15279 N Scottsdale RD
Suite B2-215

Scottsdale, AZ 85254

602-732-4745

About Ashton Thomas Private Wealth

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

General Information

Firm Start Year

CRD#

5107064

Firm CRD#

153902

Insurance License#

8976023

States Licensed in

AZ, CA, OH, CO, MO, FL, TX

Years of Experience in Financial Services

17

Number of Years with Current Firm

2

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Portfolio Management, 401K Rollovers, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Financial Planning, Retirement Planning, Financial Planning for Individuals

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance

Can meet clients in the following ways

Our Office, Phone, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®

Securities Licenses

Series 65, Series 63, Series 7, Series 6

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions

Education

Bachelors of Arts - Economics

Ohio University
2000 - 2004

Masters of Arts - Financial Economics

Ohio University
2004 - 2006

Disclaimer

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.