John McCloskey (CRD# 5332354) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Colorado Springs, CO and has over 16 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | Colorado Springs, CO | Feb 2023 - Current | 1 |
| M. S. Howells & Co | Scottsdale, AZ | Feb 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Colorado Springs, CO | Mar 2020 - Feb 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Greenwood Village, CO | Nov 2016 - Dec 2019 | 3 |
| Wells Fargo Advisors LLC | Greenwood Village, CO | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- AZ
- CO
- FL
- TX
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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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