EJ
Everett Jensen
ASHTON THOMAS PRIVATE WEALTH
Bozeman, MT 59718
Some features on this profile are disabled
CRD#: 7502490
EJ
Professional summary
Everett Jensen is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in Bozeman, Montana and ASHTON THOMAS SECURITIES, LLC located in Rochester, New York.
Everett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Everett has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
1) Benchmark Land Surveying; Not Investment related; 2036 Clover St, Sidney, MT 59270; Nature/Posn/Title/Duties: Attend annual meetings to review previous year and look into upcoming year; Title: Vice President; Start Date: 03/15/23; Approx No of Hrs/Mth: 0 to 1 Hrs; Hrs during trading: 0 to 1 hrs.; No Compensation. 2) Ashton Thomas Private Wealth, LLC; Yes, Investment-Related; Investment Advisory Firm; Registered Associate, Private Wealth Client Services; 5/19/2025; 40 hours/week.
CRS (Client Relationship Summary) - RIA
Click below to view Everett Jensen'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
November 4, 2025 - Present
ASHTON THOMAS PRIVATE WEALTH
Office #1: 4575 Valley Commons Drive Suite 201, Bozeman, MT 59718RIA
CRD#: 153902
Bozeman, MT
Current
May 22, 2025 - Present
ASHTON THOMAS SECURITIES, LLC
Office #1: 200 Canal View Blvd. Ste. 204, Rochester, NY 14623RIA
BD
CRD#: 16629
Rochester, NY
Past
July 24, 2024 - June 4, 2025
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
Bozeman, MT
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Montana(5/22/2025)
IAR
Montana(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/24/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 6,733 |
| 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#: 153902Bozeman, MT 59718TRUST BUT VERIFY
Monitor Everett Jensen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
