Michael Jason Wong
Investment adviser representative at Ashton Thomas Private Wealth
37 yearsExperience
6 statesRegistered in
PFS, CFADesignations
$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
37 years in the industry.
- Ashton Thomas Securities, LLCSep 2025 to now
- Ashton Thomas Private WealthNov 2021 to now
- M. S. Howells & CoDec 2021 to Sep 2025
- Wells Fargo Clearing Services, LLCDec 2018 to Nov 2021
- Wells Fargo Wealth MangementAug 1989 to Dec 2018
Designations
- PFS
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, MT, OR, 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
- 7050670
- Firm CRD
- 153902