Jamie Fisher
Jamie Fisher is a registered investment advisor at Ashton Thomas Securities, LLC, based in Rochester, NY, with 30 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,599 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas Securities offers investment management services where you pay an annual percentage of your account value. The exact percentage depends on the specific program you choose. These programs include FB Advisory, Managed ETF Portfolios, and Morningstar Managed Portfolios. Fees are billed monthly or quarterly in advance, depending on the program. Additional expenses may include brokerage trading costs and custodial fees for retirement accounts. Wrap fee programs bundle investment advisory, trade execution, custody, and reporting fees into a single annual fee.
Location
200 Canal View Blvd., Suite 204, Rochester, NY, 14623
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
November 2002Other Business Activities
Jamie works as an Investment Adviser Representative for Ashton Thomas Private Wealth, LLC since June 2024. This is a full-time commitment during trading hours.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Patterson Travis, INC.Broker
State Registrations27 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.