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Joshua Boyd May

Ashton Thomas Private Wealth

Grand Junction, CO

Scottsdale, AZ

CRD 7907934

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Employer firm

Ashton Thomas Private Wealth CRD 153902

$6.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE

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

Current Employers
Ashton Thomas Private Wealth

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-23
  • CO RA
    APPROVED
    Since 2024-04-23

Branch Locations

649 Market Street 3Rd Floor, Grand Junction, CO 81505 • United States

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • 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
Us Bank Denver CO 06/2021 03/2024
Ashton Thomas Private Wealth, Llc Scottsdale AZ 04/2024 Present
Cornell University Ithaca NY 08/2018 06/2021
University Of Denver Denver CO 08/2017 08/2018
United World College Usa Las Vegas NM 08/2015 06/2017
  • 06/2021 → 03/2024
    Us Bank
    Denver, CO
  • 04/2024 → Present
    Ashton Thomas Private Wealth, Llc
    Scottsdale, AZ
  • 08/2018 → 06/2021
    Cornell University
    Ithaca, NY
  • 08/2017 → 08/2018
    University Of Denver
    Denver, CO
  • 08/2015 → 06/2017
    United World College Usa
    Las Vegas, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08

View on SEC IAPD

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