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Ashley Jo Scher

Ashley J. Scher

MASECO PRIVATE WEALTH
Hong Kong,
Some features on this profile are disabled
CRD#: 5283516
Ashley Jo Scher

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ashley Jo Johnson | Ashley Johnson

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.
Mrs Scher is a Director of MASECO Asia Limited (a separate and independent entity from MASECO Private Wealth), Unit 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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ashley Jo Scher'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®
CFP®

Start date: 2011

Experience


Current

December 3, 2014 - Present

MASECO PRIVATE WEALTH

Office #1: 33/f United Centre 95 Queensway Road, Hong KongOffice #2: The Kodak 11 Keeley Street, London, WC2B 4BA
RIA
CRD#: 147686
Hong Kong,
Current

March 8, 2024 - Present

MASECO ASIA LIMITED

Office #1: Unit 2111 21/f, New World Tower 16-18 Queen's Road Central, Hong Kong, 00000
RIA
CRD#: 310966
Hong Kong,
Past

May 3, 2010 - December 18, 2012

MASECO PRIVATE WEALTH

RIA
CRD#: 147686
LONDON,
Past

April 30, 2010 - May 4, 2016

VISION BROKERAGE SERVICES, LLC

BD
CRD#: 47927
STAMFORD, CT
Past

August 17, 2009 - March 8, 2010

LEONARD & COMPANY

BD
CRD#: 36527
TROY, MI
Past

February 5, 2007 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
TROY, MI
Past

February 5, 2007 - February 9, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TROY, MI

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 - (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.

Highlighted states indicate IAR registrations

IAR
California
(12/3/2014)
IAR
Texas
(1/18/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/22/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

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 - (8/18/2008 Approved)
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Contact information


Main Address
The Kodak 11 Keeley Street, London, WC2B 4BA
Mailing Address
Phone number
+44 20 7043 0455
Established
Firm type
Fiscal year end
# of Employees
125

SEC notice filing (31 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

PART 2A ADV BROCHURE JULY 2025 (7/22/2025)

Regulatory assets under management


Total Number of Accounts4,554
AUM (Assets Under Management)$ 3,829,868,260

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


MASECO PRIVATE WEALTH

CRD#: 147686Hong Kong

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