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Jamie Thomas Fisher

Ashton Thomas Securities, LLC

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About Jamie Thomas Fisher

Jamie Thomas Fisher is a financial advisor with over 28 years of experience in the industry. Fisher has worked with several firms including Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth. Fisher is currently registered in 26 states and is a registered investment advisor representative. Fisher's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Jamie Fisher is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Jamie Fisher’s Registration & Firm History

NY

06/06/2024 - Present

Ashton Thomas Securities, LLC (ROCHESTER NY)

CO

01/03/2011 - 06/13/2024

WELLS FARGO CLEARING SERVICES, LLC (ASPEN CO)

CO

12/08/2003 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (ASPEN CO)

KY

06/01/2002 - 12/10/2003

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

05/22/1996 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

CO

07/19/1995 - 02/10/1996

PATTERSON TRAVIS, INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 12/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jamie Thomas Fisher. Review regulatory record here.
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