Brian Jack
Brian Jack is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
18867 North Thompson Peak Parkway, Suite 225, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Brian is a Managing Director at Pinnacle Peak Client Group providing financial advisory services full-time. He also owns Insight Benefit Counselors, where he educates and assists federal employees with their benefits, dedicating about 10-20% of his time, and is an agent selling fixed/traditional insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
Pinnacle Peak Private Client Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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