Kimberly Mason (CRD# 5184590) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 18 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jackson Thornton Asset Management, LLC | Montgomery, AL | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- AL
-
Total Assets Under Management1,549MILLIONS
-
Total Number of Accounts2,261ACCOUNTS
-
Average Account Value$684,917
- A percentage of assets under your management
- 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)
AL, CA, CT, FL, GA, LA, MS, NC, NY, OH, SC, TN, TX, VA
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