AJ
AJ

Angela Johnson

20 Years of Experience
Grand Junction, CO

Angela Johnson is a registered investment advisor at Ashton Thomas Private Wealth, based in Grand Junction, CO, with 20 years of industry experience. Angela 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
3,229 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

649 Market Street, 3rd Floor, Grand Junction, CO, 81505

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Angela is the manager of Harrison Creek Properties, LLC, formed in July 2024 to own vacant land. This activity is not investment-related.

Employment History
Current Registrations
Ashton Thomas Private Wealth
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Wealthsource®
August 2021 - April 2024 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Investments, LLC
November 2003 - January 2011 · 7 yrs 2 mos
Wells Fargo Investments, LLCBroker
September 2003 - January 2011 · 7 yrs 4 mos
State Registrations2 states
COTX
Advisor

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
No exam information available for this advisor.
More Advisors