Jason Michael Buchanan

CFP

Ashton Thomas Securities, LLC

19 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Ashton Thomas Securities, LLC

Compensation

Fee-Only (AUM)

Firm Size

54 advisors

Number of Clients

2,599 clients

Average Client Portfolio

$661K average

Assets Under Management

$1.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260

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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.

Other Business ActivitiesSells Insurance

Jason owns rental property and is a wealth advisor/financial planner with Ashton Thomas Private Wealth, dedicating about a quarter of his time to this. He is also an insurance agent with Ashton Thomas Insurance Agency, spending minimal time on insurance sales, and a member manager of Pro 13 LLC, a pass-through entity for compensation.