Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Lynne Beals

Ashton Thomas Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Lynne Beals

Jennifer Lynne Beals is a registered representative with Ashton Thomas Securities, LLC, a firm based in Rochester, New York. Jennifer has been in the industry since 1998, and has held previous roles with CHARLES SCHWAB & CO.,INC. in Phoenix, Arizona and INTREPID FINANCIAL SERVICES, LLC in Gilbert, Arizona. Jennifer is also the Director of Operations at Ashton Thomas Private Wealth, LLC.

Firm Information

Jennifer Beals 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Beals’s Registration & Firm History

AZ

10/22/2024 - Present

Ashton Thomas Securities, LLC (Scottsdale AZ)

Not sure if Jennifer Lynne Beals is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynne Beals.
Not sure if Jennifer Lynne Beals is right for you?