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Ashley Jo Scher

Ashley Jo Scher

CFP®
MASECO PRIVATE WEALTH
Hong Kong,
·CRD# 5283516·19 years experience

Professional Summary

Ashley Jo Scher, CFP®, who also goes by Ashley Jo Johnson, Ashley Johnson, is a registered financial advisor currently at MASECO PRIVATE WEALTH and MASECO ASIA LIMITED. Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ashley has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ashley Jo Johnson, Ashley Johnson

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

19 years in the financial services industry

Current & Past Employments

Current

MASECO PRIVATE WEALTHCurrent·CRD# 147686
RIA
1. Suite 2111 21/f New World Tower 16-18 Queen's Road Central, Hong Kong, 000002. The Kodak 11 Keeley Street, London, WC2B 4BA
December 3, 2014 - Present
MASECO ASIA LIMITEDCurrent·CRD# 310966
RIA
Unit 2111 21/f, New World Tower 16-18 Queen's Road Central, Hong Kong, 00000
March 8, 2024 - Present

Past

VISION BROKERAGE SERVICES, LLCPast·CRD# 47927
BD
Stamford, CT
April 30, 2010 - May 4, 2016
MASECO PRIVATE WEALTHPast·CRD# 147686
RIA
London
May 3, 2010 - December 18, 2012
LEONARD & COMPANYPast·CRD# 36527
BD
Troy, MI
August 17, 2009 - March 8, 2010
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Troy, MI
February 5, 2007 - February 9, 2009
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
Troy, MI
February 5, 2007 - July 9, 2007

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Current Firm

MP
MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385
RIA
Registered Investment Advisory firm - SEC (8/18/2008 Approved)

Contact Information

Main Address

The Kodak 11 Keeley Street, London, WC2B 4BA

Phone Number

+44 20 7043 0455

# of Employees

129

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A ADV BROCHURE JULY 2026 (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,421

AUM (Assets Under Management)

$4,957,724,955

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Mrs Scher is a Director of MASECO Asia Limited (a separate and independent entity from MASECO Private Wealth), Suite 2111, 21/F, New World Tower, 16-18 Queen's Road Central, Hong Kong, since 10/07/2016. Mrs Scher will spend approximately 30-35 hours a week on this business during trading hours, providing investment-related advice. Mrs Scher is also a wealth manager with MASECO Private Wealth in London (since March 2010) where she provides investment-related advice; she will spend approximately 20 hours/week during trading hours on MASECO Private Wealth business. Mrs Scher is also a INDEPENDENT LIFE AGENT LOCATED AT 7418 Oakstone Drive, Clarkston, MI 48348. INVESTMENT RELATED. START DATE: 08/2012. MRS. SCHER OFFERS FIXED LIFE/ANNUITY CONTRACTS THROUGH MULTIPLE CARRIERS. SHE IS RESPONSIBE FOR PRODUCT RESEARCH, SALES, AND CONTRACT MANAGEMENT. SHE SPENDS 20 HOURS WORKING PER MONTH DURING TRADING HOURS ON THIS BUSINESS.

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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".
MP
MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385
RIA
Registered Investment Advisory firm - SEC (8/18/2008 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.
IAR
Michigan
(11/11/2025)
IAR
Texas
(3/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ashley Jo Scher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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