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JL

Justin B. Limmer

ASHTON THOMAS PRIVATE WEALTH
Tuscon, AZ 85712
Some features on this profile are disabled
CRD#: 3179262
JL

Professional summary

Justin Blake Limmer is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in Tuscon, Arizona.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Justin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
1) OCT 2018; ASHTON THOMAS PRIVATE WEALTH, TUSCON, AZ; INVESTMENT RELATED; INVESTMENT ADVISORY SERVICES; IAR; PROVIDE INVESTMENT ADVICE AND PORTFOLIO MANAGEMENT; DEVOTE 80 HRS/MONTH, 3 HRS DURING MARKET HOURS. 2) OCT 2018; ASHTON THOMAS INSURANCE AGENCY, SCOTTSDALE, AZ; LIFE INSURANCE SALES; SPEAKING TO CLIENTS ABOUT LIFE INSURANCE; DEVOTE 10 HRS/MONTH, 1/2 HR DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Blake Limmer's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 17, 2018 - Present

ASHTON THOMAS PRIVATE WEALTH

Office #1: 3971 E. Paradise Falls Dr. Ste. 114, Tuscon, AZ 85712
RIA
CRD#: 153902
Tuscon, AZ
Past

June 3, 2019 - November 10, 2022

M. S. HOWELLS & CO.

BD
CRD#: 104100
Tucson, AZ
Past

October 16, 2018 - May 31, 2019

M. S. HOWELLS & CO.

BD
CRD#: 104100
Tucson, AZ
Past

September 16, 2016 - October 16, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
TUCSON, AZ
Past

August 24, 1999 - September 10, 2008

MARATHON ADVISORS, INC

RIA
CRD#: 113696
TUCSON, AZ
Past

April 7, 1999 - October 16, 2018

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
TUCSON, AZ
Past

April 7, 1999 - October 16, 2018

CRI SECURITIES, LLC

BD
CRD#: 22589
TUCSON, AZ

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".
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512

RIA
Registered Investment Advisory firm - (6/15/2010 Approved)

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
Arizona
(10/17/2018)
IAR
Louisiana
(1/10/2024)
IAR
Oregon
(9/5/2024)
IAR
Texas
(10/17/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/6/1999
General Securities Representative Examination

Current Firm

AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512

RIA
Registered Investment Advisory firm - (6/15/2010 Approved)
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Contact information

Main Address
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 732-4745
Established
Firm type
Fiscal year end
# of Employees
114

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A, APPENDIX 1 WRAP FEE PROGRAM BROCHURE (5/5/2025)
ADV PART 2A FIRM BROCHURE (5/5/2025)

Regulatory assets under management

Total Number of Accounts6,733
AUM (Assets Under Management)$ 4,051,333,740

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASHTON THOMAS PRIVATE WEALTH

CRD#: 153902Tuscon, AZ 85712

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