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Jason M Buchanan, AIF®, CFP®
Ashton Thomas Private Wealth

Tel: 602-732-4745
15279 N Scottsdale RD
Suite B2-215
Scottsdale, AZ 85254
Ashton Thomas Private Wealth | Financial Advisor in Scottsdale ,AZ

About Jason M Buchanan

Jason Buchanan joined Ashton Thomas in 2020 as a Wealth Advisor. Previously, he was a Private Client Advisor with JPMorgan Chase Bank. Jason grew up in a small town in Ohio just south of Columbus. A "big Buckeyes fan," he played football in high school and participated in 4-H. Jason attended Ohio University, starting off as a biology and pre-dentistry major. He decided to change paths while in school, graduating with a BA in Economics in 2004. Jason immediately pursued graduate studies, completing his Master of Financial Economics degree at Ohio University in 2006. After obtaining his master's degree, Jason decided to look elsewhere geographically to begin his career. Like many transplanted residents of the Grand Canyon State, he admits he moved to Arizona from the Midwest, "to get away from the cold and snow." He took a position with JP Morgan Chase as a branch banker and was soon promoted to a manager role. Jason officially became a financial advisor with the bank in 2011. "I've understood how money works from a young age," he says of why he became a client-facing financial advisor. "I love helping guide people towards achieving their goals." To that end, in 2016, Jason decided to become a CFP® Professional to "stand out among his peers" in the industry. Jason has been married to his wife, Bridget, since 2013. They have two young sons who keep them very busy. Jason volunteers regularly in his local church community and enjoys the occasional off-roading adventure or downhill ski trip.


About Ashton Thomas Private Wealth

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

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General Information

Insurance License#:   8976023
States Licensed in:   AZ, CA, OH, CO, MO, FL, TX
Number of Years with Current Firm:   2
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Portfolio Management, 401K Rollovers, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Financial Planning, Retirement Planning, Financial Planning for Individuals

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance
Can meet clients in the following ways:   Our Office, Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Commissions

Education

Bachelors of Arts  - Economics   Ohio University  - Athens, Ohio
2000-2004
Masters of Arts  - Financial Economics   Ohio University  - Athens, Ohio
2004-2006

Disclaimer

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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