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Jessica Nicole Peabody

Ashton Thomas Private Wealth

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About Jessica Nicole Peabody

Jessica Nicole Peabody is a registered representative and investment advisor representative with Ashton Thomas Private Wealth, a firm based in Scottsdale, Arizona. Jessica is a registered representative in Arizona and has experience working in the financial services industry since December 2021. Jessica also holds the Series 7TO, Series 66, and SIE licenses. Prior to joining Ashton Thomas Private Wealth, Jessica worked for WELLS FARGO CLEARING SERVICES, LLC. Jessica specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Jessica Peabody 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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Jessica Peabody’s Registration & Firm History

AZ

03/05/2024 - Present

Ashton Thomas Private Wealth (TUCSON AZ)

AZ

12/15/2021 - 11/04/2022

WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 02/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Nicole Peabody.
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