George Smith, financial advisor Montgomery AL
93 score

George Smith

CRD Number: 5630222
Current Firm: Jackson Thornton Asset Management, LLC

George Smith (CRD# 5630222) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jackson Thornton Asset Management, LLC Montgomery, AL Jan 2009 - Current 8
Jackson Thornton & Company, P.c. Montgomery, AL Dec 1972 - Current 45
Jackson Thornton Risk Management Services, LLC Montgomery, AL Feb 2004 - Dec 2008 4
Jackson Thornton Benefit Resources, LLC Montgomery, AL Feb 2001 - Dec 2008 7
Jackson Thornton Technologies, LLC Montgomery, AL Feb 2001 - Dec 2008 7
Continuum Education And Training, LLC Montgomery, AL Feb 2001 - Dec 2008 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for George C. Smith
Phone Number: 334-834-7660
Firm Website:
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.