Jennifer Lynne Beals
Investment adviser representative at Ashton Thomas Private Wealth
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Ashton Thomas Securities, LLCOct 2024 to now
- Ashton Thomas Private Wealth, LLCApr 2024 to now
- Intrepid Financial Services, LLCSep 2005 to now
- Charles Schwab & Co.,incOct 2012 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 3084241
- Firm CRD
- 153902