Unclaimed
Ashton Ford is a registered representative with J.P. Morgan Securities LLC. Ashton has been in the securities industry for more than a year. Ashton is registered in Texas. Ashton is a Series 63 and Series 66 holder. Ashton's previous employer was FIDELITY BROKERAGE SERVICES LLC. Ashton has experience in both individual and business portfolio management. Ashton's prior employment experience includes roles at Fidelity Investments, Johnson Controls Inc., Doordash, Glazer's Beer and Beverage, Skecher's Retail Outlet, Wash Tub, Bill Miller Bar-BQ, Uber Eats/Postmates, Texas A&M University, and Kalcorp Enterprises.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
09/24/2024 - Present
J.p. Morgan Securities LLC (PLANO TX)
TX
06/14/2023 - 09/12/2024
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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