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Michael Jason Wong

Ashton Thomas Private Wealth

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About Michael Jason Wong

Michael Jason Wong is a financial advisor with Ashton Thomas Private Wealth, based in Helena, MT. Michael has been in the industry since December 13, 2018, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Montana. Michael is also a registered investment advisor. Michael provides a variety of financial services to individuals, businesses, and charitable organizations. Michael specializes in financial planning, portfolio management, and investment advice. In addition to financial services, Michael is also a co-trustee for a deceased friend's education trust, a board member of Green Meadow Country Club, and is involved in other business activities.

Firm Information

Michael Wong 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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Michael Wong’s Registration & Firm History

MT

11/04/2021 - Present

Ashton Thomas Private Wealth (Helena MT)

MT

12/14/2018 - 11/11/2021

WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)

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Licenses & Designations

BOTH

Issued 12/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/10/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jason Wong.
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