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John Bratton Dubose is a financial advisor with Ashton Thomas Private Wealth. John has been in the financial services industry since 1994. John's experience includes working with individuals, families, and businesses. John is registered as an Investment Advisor Representative in Arizona, Florida, Georgia, Montana, Oregon, South Carolina and Texas. John holds the Series 7, Series 31, Series 63, and Series 65 licenses and is also a Certified Financial Planner. John is committed to providing clients with personalized financial advice and guidance. John works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
1
2
MT
10/18/2019 - Present
Ashton Thomas Private Wealth (BOZEMAN MT)
MT
12/14/2011 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (BOZEMAN MT)
MT
07/20/1994 - 12/14/2011
D.A. DAVIDSON & CO. (BOZEMAN MT)
IA
Issued 08/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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