Everett Jensen
Financial advisor at Ashton Thomas Private Wealth, LLC · Scottsdale, AZ
Last updated 2026-10-10
Claim your profileEverett Jensen is a financial advisor at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ, CRD 7502490. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-11-04.
Registration
- CRD number
- 7502490
- Registration status
- Active
- IAPD registration
- 2025-11-04
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- MT
Licenses and exams
- Series 65
- Series 63
Work history
- 2024-05 to 2025-05 · Wealthvest Marketing, Inc. · Bozeman, MT
- 2024-07 to 2025-05 · World Equity Group, Inc · Bozeman, MT
- 2024-02 to 2024-05 · Edward Jones · Bozeman, MT
- 2023-05 to 2023-08 · Tradehome Shoes · Bozeman, MT
- 2020-08 to 2024-05 · Montana State University · Bozeman, MT
- 2016-08 to 2020-07 · Sidney High School · Sidney, MT
- 2025-05 to Present · Ashton Thomas Private Wealth, LLC · Scottsdale, AZ
- 2025-05 to Present · Ashton Thomas Securities, LLC · Scottsdale, AZ
Current employment
- Ashton Thomas Private Wealth · Scottsdale, AZ
Ashton Thomas Private Wealth, LLC
- Regulatory AUM
- $6,009,474,500
- Registered advisors
- 96
- Offices
- 43
- Clients per advisor
- 33.6 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 37.1% (Moderate)
Ashton Thomas Private Wealth, LLC: advisors, services and reported ETF investments
About
Everett Jensen is a financial advisor at Ashton Thomas Private Wealth, operating as Ashton Thomas Private Wealth, LLC in Scottsdale, AZ. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Ashton Thomas Private Wealth, LLC, Ashton Thomas Securities, LLC, World Equity Group, Inc, Wealthvest Marketing, Inc., among others.
SEC disclosures list additional business and community activities: 1) Benchmark Land Surveying; Not Investment Related; 2036 Clover St: ; no compensation; 2) ashton thomas private wealth, llc; yes, investment-related; investment advisory firm; registered associate, private wealth client services; 5/19/2025; 40 hours/week.
Ashton Thomas Private Wealth, LLC's firm-level Form ADV reports 96 advisors across 43 offices; approximately 33.6 clients per advisor, average assets per client of $1,861,095, and regulatory AUM of $6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.6B across 808 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Everett Jensen personally.
Reported ETF positions
Ashton Thomas Private Wealth reports 808 ETF positions worth $2.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $197.1M |
| SSUS — Day Hagan Smart Sector ETF | $163.6M |
| XLK — State Street Technology Select Sector SPDR ETF | $121.2M |
| IVV — iShares Core S&P 500 ETF | $83.6M |
| XLY — State Street Consumer Discretionary Select Sector SPDR ETF | $47.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ashton Thomas Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $8.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $21.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $8.4M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $6.2M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ashton Thomas Private Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
8605 East Raintree Drive, Scottsdale, AZ 85260
91 advisors at this office.
Contact
The firm's filed contact details.
Official record
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