Alex Ash (CRD# 4995156) is an Investment Advisor Representative working at Ash Matson Wealth Partners, LLC in Palm City, FL and has over 2 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walen Financial Group, LLC | Toledo, OH | Oct 2023 - Current | < 1 |
| Ash Matson Wealth Partners, LLC | Palm City, FL | Jun 2022 - Current | 1 |
| Matson Money | Scottsdale, AZ | Jun 2007 - Jun 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
FL, LA, TX
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