Jason Buchanan
Jason Buchanan is a CFP-designated registered investment advisor at Ashton Thomas Securities, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Jason 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
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
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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
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.
Employment History
Current Registrations
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
Previous Registrations
M. S. Howells & CO.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations3 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.