Jackson Thornton Wealth Management, LLC
● SEC registered since 2002CRD 116091SEC# 801-61445Montgomery, AL
Reg. AUM
$2.01B
Employees
16
Accounts
2,367
Location
Montgomery, AL
Jackson Thornton Wealth Management, LLC assets under management
Jackson Thornton Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Montgomery, AL. The firm has been registered since 2002. It reports $2 billion in regulatory assets under management and employs 16 people.
Jackson Thornton Wealth Management, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Hartzog Guice Control | Vice President | Under 5% | 2022 |
| Clarence Crenshaw Pritchett Control | President | Under 5% | 2016 |
| Daniel Kyle Tew Control | Vice President | Under 5% | 2022 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Jackson Thornton Wealth Management, LLC manage?
Jackson Thornton Wealth Management, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Jackson Thornton Wealth Management, LLC have?
Jackson Thornton Wealth Management, LLC reports 16 employees.
Where is Jackson Thornton Wealth Management, LLC located?
Jackson Thornton Wealth Management, LLC is based in Montgomery, AL and has been SEC-registered since 2002.
Does Jackson Thornton Wealth Management, LLC disclose fund performance?
Jackson Thornton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Commerce Street, Montgomery, AL 36104 |
| Phone | (334) 834-7660 |
| Fax | (334) 240-3692 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.01B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$2.01Bregulatory AUM
Discretionary $1.99BNon-discretionary $18M