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Jackson Thornton Wealth Management, LLC

● SEC registered since 2002CRD 116091SEC# 801-61445Montgomery, AL
Export (members)
Reg. AUM
$1.67B
Employees
14
Accounts
2,370
Location
Montgomery, AL

Jackson Thornton Wealth Management, LLC assets under management

Jackson Thornton Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Montgomery, AL. The firm has been registered since 2002. It reports $1.7 billion in regulatory assets under management and employs 14 people.

Jackson Thornton Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Allison Hartzog Guice ControlVice PresidentUnder 5%2022
Clarence Crenshaw Pritchett ControlPresidentUnder 5%2016
Daniel Kyle Tew ControlVice PresidentUnder 5%2022
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Frequently asked questions

How much does Jackson Thornton Wealth Management, LLC manage?

Jackson Thornton Wealth Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Jackson Thornton Wealth Management, LLC have?

Jackson Thornton Wealth Management, LLC reports 14 employees.

Where is Jackson Thornton Wealth Management, LLC located?

Jackson Thornton Wealth Management, LLC is based in Montgomery, AL and has been SEC-registered since 2002.

Does Jackson Thornton Wealth Management, LLC disclose fund performance?

Jackson Thornton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Commerce Street, Montgomery, AL 36104
Phone(334) 834-7660
Fax(334) 240-3692
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.66B
Non-discretionary$15.4M
Total (RAUM)$1.67B