JasonM Buchanan- Financial Advisor Scottsdale, AZ

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About Jason M Buchanan

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

See Disclosures

General Information

CRD#

5107064

Firm CRD#

153902

Insurance License#

8976023

States Licensed in

AZ, CA, OH, CO, MO, FL, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Money Management, Risk Management, Financial Planning for Individuals, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 7, Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Long Term Care, Annuity, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Commissions

Education

Bachelors of Arts - Economics

Ohio University
2000 -2004

Masters of Arts - Financial Economics

Ohio University
2004 -2006

Disclaimer

Paladin Advisors

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Paladin Research Report For:

Jason M Buchanan

Ashton Thomas Private Wealth