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Myron Hollon Ashby

Eversource Wealth Advisors, LLC

San Jose, CA

Birmingham, AL

CRD 3067772

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Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-25
TX RA APPROVED_RES 2025-08-25
  • CA RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED_RES
    Since 2025-08-25

Branch Locations

San Jose, CA • United States

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highway Financial Networks San Jose CA 12/2010 08/2025
Worldventures Plano TX 05/2010 12/2018
Community Christian Morgan Hill CA 10/2018 Present
Eversource Wealth Advisors, Llc San Jose CA 08/2025 Present
  • 12/2010 → 08/2025
    Highway Financial Networks
    San Jose, CA
  • 05/2010 → 12/2018
    Worldventures
    Plano, TX
  • 10/2018 → Present
    Community Christian
    Morgan Hill, CA
  • 08/2025 → Present
    San Jose, CA
Previous Registrations
  • 2010-12-23 → 2025-09-04
    Highway Financial Networks
    San Jose, CA
    Redding, CA
    San Jose, CA
    Redding, CA
  • 2011-03-25 → 2012-12-31
    Ashby Financial Services
    San Jose, CA
  • 2004-09-01 → 2005-12-31
    Rnp Advisory Services, Inc.
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-04
S63 Uniform Securities Agent State Law Examination 1998-08-31
  • S65 Uniform Investment Adviser Law Examination
    1999-01-04
  • S63 Uniform Securities Agent State Law Examination
    1998-08-31

View on SEC IAPD

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