Nancy Brown, financial advisor Montgomery AL

Nancy Brown

CRD Number: 6017869
Current Firm: Jackson Thornton Asset Management, LLC

Nancy Brown (CRD# 6017869) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Jackson Thornton & Company P.c. Montgomery, AL Jan 2022 - Current 2
Jackson Thornton Asset Management, LLC Montgomery, AL Jan 2022 - Current 2
Jackson Thornton Asset Management, LLC Montgomery, AL Jan 2012 - Current 12
Jackson Thornton & Company P.c. Montgomery, AL Jan 1996 - Jan 2022 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Nancy M. Brown
Phone Number: 334-834-7660
Firm Website: https://www.jt-am.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    1,549
    MILLIONS
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $684,917
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, CA, CT, FL, GA, LA, MS, NC, NY, OH, SC, TN, TX, VA

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