John Morzelewski
John Morzelewski is a registered investment advisor at Ashton Thomas Securities, LLC, based in Draper, UT, with 29 years of industry experience. John 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
292 East 12200 South, Suite 100, Office A-2, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John works as a Registered Investment Advisor Representative for Ashton Thomas Private Wealth LLC since 2017, dedicating nearly full-time hours. He also works as an advisor for Ashton Thomas Insurance Agency, also dedicating nearly full-time hours, and is the president of a youth sports league, Jordan Little League Football, dedicating about 10-20% of his time. Finally, he is the president of Morzelewski Investments Inc, dedicating minimal time.
Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
Previous Registrations
M. S. Howells & CO.Broker
Peachcap Securities, INC.Broker
Accelerated Capital GroupBroker
Meridian United Capital, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.