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Jason Michael Buchanan

Ashton Thomas Private Wealth

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About Jason Michael Buchanan

Jason Buchanan is a financial advisor with Ashton Thomas Private Wealth. Jason has been in the financial services industry since 2006. He holds Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Jason specializes in financial planning, investment management, and retirement planning.

Firm Information

Jason Buchanan 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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Jason Buchanan’s Registration & Firm History

AZ

12/05/2022 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

AZ

10/01/2012 - 06/10/2020

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

03/30/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FOUNTAIN HILLS AZ)

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Licenses & Designations

IA

Issued 02/03/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Buchanan.
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