Jonathan Y Smith
Investment adviser representative at Ashton Thomas Private Wealth
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6BFirm assets
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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
15 years in the industry.
- Ashton Thomas Private Wealth, LLCJan 2025 to now
- Ashton Thomas Securities, LLCJan 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2025
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4257128
- Firm CRD
- 153902