Wealth Manager
    SEC Registered

    Jackson Thornton Wealth Management, LLC

    Registered investment advisor · Montgomery, Alabama · CRD #116091

    Assets Under Management
    $2B
    Client Accounts
    2,367
    Employees
    16
    CRD Number
    116091
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jackson Thornton Wealth Management, LLC

    Jackson Thornton Wealth Management is a registered investment advisory firm founded in 1999, offering independent, fee-only wealth management services across Alabama. It focuses on comprehensive financial planning and investment strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Jackson Thornton Wealth Management, LLC

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    Frequently Asked Questions

    What is Jackson Thornton Wealth Management, LLC's AUM?

    Jackson Thornton Wealth Management, LLC reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jackson Thornton Wealth Management, LLC headquartered?

    Jackson Thornton Wealth Management, LLC is headquartered in Montgomery, Alabama.

    What is Jackson Thornton Wealth Management, LLC's CRD number?

    Jackson Thornton Wealth Management, LLC's CRD number is 116091. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jackson Thornton Wealth Management, LLC manage?

    Jackson Thornton Wealth Management, LLC manages approximately 2,367 client accounts according to its latest SEC filing.

    Is Jackson Thornton Wealth Management, LLC SEC registered?

    Yes, Jackson Thornton Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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