Adviser and broker representative · Ashton Thomas Securities, LLC
Jennifer L. Beals
CRD 3084241 · Scottsdale, AZ
At a glance
Jennifer L. Beals is an investment adviser representative with Ashton Thomas Securities, LLC in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennifer’s SEC record dates to 2007, about 19 years ago. Jennifer is also registered as a broker representative.
Current advisory firms
- Ashton Thomas Securities, LLCSince October 2024Scottsdale, AZ · $1.9B in regulatory assets
- Ashton Thomas Private WealthSince June 2026Scottsdale, AZ · $6.0B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jennifer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.