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Daniel Eric Fontenot

Ashton Thomas Private Wealth

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About Daniel Eric Fontenot

Daniel Fontenot is an investment advisor representative with Ashton Thomas Private Wealth. He is licensed in Montana and holds the Series 63 and Series 65 securities licenses, as well as the Series 6TO and SIE licenses. Daniel has experience with J.P. Morgan Securities LLC and Wells Fargo Bank, N.A. He has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Daniel’s primary focus is providing investment advisory and financial planning services. He is also skilled in client service and operational support.

Firm Information

Daniel Fontenot is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Fontenot’s Registration & Firm History

MT

10/11/2023 - Present

Ashton Thomas Private Wealth (Helena MT)

MT

08/18/2021 - 05/17/2023

J.P. MORGAN SECURITIES LLC (Helena MT)

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Licenses & Designations

IA

Issued 10/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Eric Fontenot.
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