Daniel Eric Fontenot
Investment adviser representative at Ashton Thomas Private Wealth
13 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
13 years in the industry.
- Ashton Thomas Securities, LLCDec 2024 to now
- Ashton Thomas Private Wealth, LLCMay 2023 to now
- J.P. Morgan Securities LLCJun 2021 to May 2023
- JPMorgan Chase Bank, N.A.Jun 2021 to May 2023
- Wells Fargo Bank, N.A.Jun 2013 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7408400
- Firm CRD
- 153902