James Causey, financial advisor Montgomery AL
92 score

James Causey

CRD Number: 6294740
Current Firm: Jackson Thornton Asset Management, LLC

James Causey (CRD# 6294740) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 2 years of experience in the finance industry. James Causey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jackson Thornton Asset Management, LLC Montgomery, AL Jan 2014 - Current 2
Jackson Thornton & Company, P.c. Montgomery, AL Jan 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for James A. Causey
Phone Number: 334-834-7660
Firm Website: http://www.jt-am.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    754
    MILLIONS
  • Total Number of Accounts
    1,435
    ACCOUNTS
  • Average Account Value
    $525,653
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

AL, FL, GA, LA, MS, NC, NY, TN, TX

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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