Brian Patrick Jack
Investment adviser representative at Ashton Thomas Private Wealth
10 yearsExperience
7 statesRegistered in
$6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ashton Thomas Private Wealth, LLCMar 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2021 to Dec 2023
- Bcg Securities, Inc.Jan 2017 to Sep 2021
- Pinnacle Peak Private Client Group, LLCJan 2016 to Mar 2026
- Purshe Kaplan Sterling InvestmentsJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, MD, MI, OR, TX, VA).
Ashton Thomas Private Wealth
Legal name: Ashton Thomas Private Wealth, LLC
$6BAssets managed
3,229Clients
94Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2569773
- Firm CRD
- 153902