John Morzelewski (CRD# 2772400) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Draper, UT and has over 27 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. S. Howells & Company | Scottsdale, AZ | Aug 2018 - Current | 5 |
| Ashton Thomas Private Wealth | Draper, UT | Jan 2017 - Current | 7 |
| Ashton Thomas Insurance | Draper, UT | Jan 2017 - Current | 7 |
| Peachtree Capital Corp. | Draper, UT | Jan 2017 - Jul 2018 | 1 |
| Accelerated Capital Group | Scottsdale, AZ | Feb 2012 - Dec 2016 | 4 |
| Gentry Wealth Management | Scottsdale, AZ | Jun 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TX
- UT
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Total Assets Under Management2,892MILLIONS
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Total Number of Accounts5,334ACCOUNTS
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Average Account Value$542,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY
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