Jackson Thornton Asset Management, LLC

Jackson Thornton Asset Management, LLC (CRD# 116091) is a financial advisory firm headquartered in Montgomery, AL. They manage $754,312,217 in 1,435 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    754
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Jackson Thornton Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Thomas B. Bedsole
CRD#: 5280300
304 Jamestown Boulevard, Dothan, AL 36301
93
Wealthminder
score

Thomas Bedsole (CRD# 5280300) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Dothan, AL and has over 10 years of experience in the finance industry.

2
Edwin L. Crane
CRD#: 3213155
200 Commerce Street, Montgomery, AL 36104
93
Wealthminder
score

Edwin Crane (CRD# 3213155) 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.

3
Kimberly L. Mason
CRD#: 5184590
200 Commerce Street, Montgomery, AL 36104
93
Wealthminder
score

Kimberly Mason (CRD# 5184590) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 11 years of experience in the finance industry.

4
Luther J. Mitchell
CRD#: 5184662
200 Commerce Street, Montgomery, AL 36104
93
Wealthminder
score

Luther Mitchell (CRD# 5184662) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 11 years of experience in the finance industry.

5
George C. Smith
CRD#: 5630222
200 Commerce Street, Montgomery, AL 36104
93
Wealthminder
score

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.

6
Tommy R. West
CRD#: 4581427
200 Commerce St., Montgomery, AL 36104
93
Wealthminder
score

Tommy West (CRD# 4581427) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 16 years of experience in the finance industry.

7
Susan B. White
CRD#: 4935437
304 Jamestown Blvd., Dothan, AL 36301
93
Wealthminder
score

Susan White (CRD# 4935437) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Dothan, AL and has over 13 years of experience in the finance industry.

8
James A. Causey
CRD#: 6294740
200 Commerce Street, Montgomery, AL 36104
92
Wealthminder
score

James Causey (CRD# 6294740) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 3 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.

9
Nancy M. Brown
CRD#: 6017869
200 Commerce Street, Montgomery, AL 36104
90
Wealthminder
score

Nancy Brown (CRD# 6017869) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 6 years of experience in the finance industry.

10
Clarence C. Pritchett
CRD#: 6435141
200 Commerce Street, Montgomery, AL 36104
87
Wealthminder
score

Clarence Pritchett (CRD# 6435141) 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.

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Disclosure
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.