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Allison Hartzog Guice

Jackson Thornton Wealth Management, LLC

Montgomery, AL

CRD 7085420

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Employer firm

Jackson Thornton Wealth Management, LLC CRD 116091

$2.01B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jackson Thornton Wealth Management, Llc

200 Commerce Street, Montgomery, AL 36104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-10
AL RA APPROVED 2019-07-10
  • TX RA
    APPROVED
    Since 2022-11-10
  • AL RA
    APPROVED
    Since 2019-07-10

Branch Locations

200 Commerce Street, Montgomery, AL 36104-2591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson Thornton Asset Management, Llc Montgomery AL 07/2019 12/2021
Jackson Thornton & Co., P.C. Montgomery AL 03/2006 12/2021
Jackson Thornton Asset Management, Llc Montgomery AL 01/2022 09/2024
Jackson Thornton Wealth Management, Llc Montgomery AL 10/2024 Present
Jackson Thornton Advisors, Llc Montgomery AL 05/2026 Present
Jackson Thornton & Co. P.C. Montgomery AL 01/2022 04/2026
  • 07/2019 → 12/2021
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
  • 03/2006 → 12/2021
    Jackson Thornton & Co., P.C.
    Montgomery, AL
  • 01/2022 → 09/2024
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
  • 10/2024 → Present
    Jackson Thornton Wealth Management, Llc
    Montgomery, AL
  • 05/2026 → Present
    Jackson Thornton Advisors, Llc
    Montgomery, AL
  • 01/2022 → 04/2026
    Jackson Thornton & Co. P.C.
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-27
  • S65 Uniform Investment Adviser Law Examination
    2019-06-27
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Kimberly Allison Guice
  • Kimberly Allison Hartzog Guice

View on SEC IAPD

Nearby Firms

RWC WEALTH MANAGEMENT, INC.
LPL ENTERPRISE, LLC
MARBLE WEALTH, LLC

Nearby Investors

RICHARD K.E. AKINYEMI
RICHARD DALE STEWART
MATTHEW BLAKE MURPHY

Nearby Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL

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