This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASHTON THOMAS PRIVATE WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Designations

Personal Financial Specialist|Chartered Financial Analyst

Exams

S66

First exam

Dec 28, 2018

First registration

Jan 2, 2019

Dual registered

yes, broker-dealer

Other names

Mike Jason Wong

IAPD individual key

7050670

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ac87229-c0c0-013e-24a9-030bf131b147

First observed

Jan 2, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.