AJ

Angela Marie Johnson

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$150 - $1,000/hr

Ashton Thomas provides investment management services on a wrap fee basis. The annual investment advisory fee includes investment advisory services, and, to the extent specifically requested by the client, financial planning and consulting services. For extraordinary planning and/or consultation services, Ashton Thomas may charge additional fees, which will be set forth in a separate written notice to the client. Financial planning and consulting fees range from $150 to $1,000 on an hourly rate basis.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate Planning
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Advisor Information

Office location

649 Market Street, 3rd Floor, Grand Junction, CO, 81505

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is the manager of Harrison Creek Properties, LLC, formed in July 2024 to own vacant land. This activity is not investment-related.

Employment History
Current Registrations
Ashton Thomas Private Wealth
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Wealthsource®
August 2021 - April 2024 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLC Broker
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Investments, LLC
November 2003 - January 2011 · 7 yrs 2 mos
Wells Fargo Investments, LLCBroker
September 2003 - January 2011 · 7 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.