Martin James Lewis

Current Employers

Employment History

• 02/2020 → 11/2021
  Wells Fargo Clearing Services, Llc
  Helena, MT
• 09/1988 → 01/2020
  Wells Fargo Private Bank
  Helena, MT
• 11/2021 → Present
  Ashton Thomas Private Wealth
  Scottsdate, AZ
• 12/2021 → 09/2025
  M. S. Howells & Co
  Scottsdale, AZ
• 09/2025 → Present
  Ashton Thomas Securities, Llc
  Rochester, NY
• 12/2021 → Present
  Mount Helena Private Wealth, Inc
  Helena, MT
• 07/2013 → Present
  University Of Montana Tax Institute Advisory Board
  Missoula, MT

Previous Registrations

• 2020-03-18 → 2021-11-15
  Wells Fargo Clearing Services, Llc
  Great Falls, MT
  Helena, MT
  Boise, ID
  Helena, MT
  Helena, MT
• 2003-07-29 → 2005-05-18
  Wells Fargo Investments, Llc
  Helena, MT

Other Businesses

1. MOUNT HELENA PRIVATE WEALTH, INC; NON INVESTMENT-RELATED, HELENA, MT; PERSONAL S CORP FOR LIABILITY AND TAX REPORTING; OWNER; 12/2021; DEVOTE 5 HOURS PER MONTH, 0 HOURS DURING MARKET HOURS 2. UNIVERSITY OF MONTANA TAX INSTITUTE ADVISORY BOARD; NON INVESTMENT-RELATED; MISSOULA, MT; ADVISORY BOARD FOR ANNUAL TAX INSTITUTE; BOARD MEMBER; 07/2013; DEVOTE 0.5 HOURS PER MONTH, 0 HOURS DURING MARKET HOURS 3. Ashton Thomas Securities, LLC; Yes, Investment-Related; 200 Canal View Boulevard, Suite 204, Rochester, NY 14623; Broker-Dealer; Registered Representative; 09/02/2025.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-17
• S65 Uniform Investment Adviser Law Examination
  2003-07-01
• S63 Uniform Securities Agent State Law Examination
  2000-03-06

Other Names

• Martin J. Lewis