Overview
Assets Under Management: $1.7 billion
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 343
Average Client Assets: $4 million
Frequently Asked Questions
JACKSON THORNTON WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116091), JACKSON THORNTON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JACKSON THORNTON WEALTH MANAGEMENT, LLC is headquartered in MONTGOMERY, AL.
JACKSON THORNTON WEALTH MANAGEMENT, LLC serves 343 high-net-worth clients according to their SEC filing dated May 14, 2025. View client details ↓
According to their SEC Form ADV, JACKSON THORNTON WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JACKSON THORNTON WEALTH MANAGEMENT, LLC manages $1.7 billion in client assets according to their SEC filing dated May 14, 2025.
According to their SEC Form ADV, JACKSON THORNTON WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 343
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.86
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,370
Discretionary Accounts: 2,358
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 116091
Filing ID: 1989663
Last Filing Date: 2025-05-14 13:19:00
Website: https://jt-wm.com