JF

Jamie Thomas Fisher

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Hourly Rate:$150 - $1,000/hr

Ashton Thomas charges an annual fee based on a percentage of assets under management for investment advisory services. These fees may include financial planning and consulting services if requested. Stand-alone financial planning and consulting fees range from $150 to $1,000 per hour, depending on the service and professional involved. Clients in wrap fee programs may encounter additional non-billed expenses from mutual funds and ETFs. There is no mention of a minimum AUM fee or minimum investment amount.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

200 Canal View Blvd., Suite 204, Rochester, NY, 14623

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Closed-No Action
Customer Dispute
November 2002
Denied
Other Business Activities

Jamie works as an Investment Adviser Representative for Ashton Thomas Private Wealth, LLC since June 2024. This is a full-time commitment during trading hours.

Employment History
Current Registrations
Ashton Thomas Private Wealth
June 2024 - Present · 1 yr 7 mos
Ashton Thomas Securities, LLC
June 2024 - Present · 1 yr 7 mos
Ashton Thomas Securities, LLC Broker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC Broker
January 2011 - June 2024 · 13 yrs 5 mos
Wells Fargo Advisors
January 2011 - June 2024 · 13 yrs 5 mos
Wells Fargo Investments, LLC
January 2004 - January 2011 · 7 yrs
Wells Fargo Investments, LLCBroker
December 2003 - January 2011 · 7 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - December 2003 · 1 yr 6 mos
PNC Brokerage CORPBroker
May 1996 - June 2002 · 6 yrs 1 mo
Patterson Travis, INC.Broker
July 1995 - February 1996 · 7 mos
State Registrations27 states
ARAZCACOCTDCFLHIILKYLAMDMIMNMOMTNJNMNVNYORPASCTXUTVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jamie Thomas Fisher - Financial Advisor | AdvisorDiscover