MA
Myron H. Ashby
EVERSOURCE WEALTH ADVISORS
San Jose, CA
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CRD#: 3067772
MA
Professional summary
Myron Hollon Ashby is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in San Jose, California.
Myron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Myron has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WORLD VENTURES; NON INVESTMENT-RELATED; NETWORK MARKETING; SALES; STARTE 05/2010; 5 HORS /MONTH
Full Legal Business Name Community Christian
Is the Business investment-related: no
Address 305 W Main Ave Morgan Hill, CA 95037
What is the nature of the other business? Church
Your position, title, or relationship. Campus Pastor
Start date: 01/2019
Approximate hours a month spent on the other business 30
Approximate hours during trading spent on the other business None
Description: Preaching and volunteer leadership development
CRS (Client Relationship Summary) - RIA
Click below to view Myron Hollon Ashby's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 25, 2025 - Present
EVERSOURCE WEALTH ADVISORS, LLC
RIA
CRD#: 286340
San Jose, CA
Past
March 25, 2011 - December 31, 2012
ASHBY FINANCIAL SERVICES
RIA
CRD#: 143700
SAN JOSE, CA
Past
December 23, 2010 - September 4, 2025
HIGHWAY FINANCIAL NETWORKS
RIA
CRD#: 119524
REDDING, CA
Past
September 1, 2004 - December 31, 2005
RNP ADVISORY SERVICES, INC.
RIA
CRD#: 113354
SAN JOSE, CA
Past
August 21, 1998 - December 31, 2000
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
SANTA CLARA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/25/2025)
IAR
Texas(8/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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