Brian Jack
Brian Jack is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,569 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas offers investment management services through a wrap program, where you pay a single annual fee that includes investment advice, trade execution, custody, and reporting. The annual wrap program fee ranges up to 2.99%, depending on the asset composition in the account. Ashton Thomas may use independent managers, and the total advisory fee will not exceed 2.99% per year. Ashton Thomas also offers non-wrap fee based investment advisory services, where fees are negotiable and may not exceed 2.99% of the assets managed.
Location
18867 North Thompson Peak Parkway, Suite 225, Scottsdale, AZ, 85255
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Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Brian is a Managing Director at Pinnacle Peak Client Group providing financial advisory services full-time. He also owns Insight Benefit Counselors, where he educates and assists federal employees with their benefits, dedicating about 10-20% of his time, and is an agent selling fixed/traditional insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Pinnacle Peak Private Client Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.