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Current Employers
Jackson Thornton Wealth Management, Llc

200 Commerce Street, Montgomery, AL 36104 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-06-09
  • AL RA
    APPROVED
    Since 2022-06-09

Branch Locations

200 Commerce Street, Montgomery, AL 36104 • 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 Wealth Management, Llc Montgomery AL 10/2024 Present
B2 Partners Auburn AL 07/2019 04/2022
Warren Averett Montgomery AL 02/2004 06/2019
Jackson Thornton Advisors, Llc Montgomery AL 05/2026 Present
Jackson Thornton Asset Management, Llc Montgomery AL 05/2022 09/2024
Jackson Thornton & Co., P.C. Montgomery AL 05/2022 04/2026
  • 10/2024 → Present
    Montgomery, AL
  • 07/2019 → 04/2022
    B2 Partners
    Auburn, AL
  • 02/2004 → 06/2019
    Warren Averett
    Montgomery, AL
  • 05/2026 → Present
    Jackson Thornton Advisors, Llc
    Montgomery, AL
  • 05/2022 → 09/2024
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
  • 05/2022 → 04/2026
    Jackson Thornton & Co., P.C.
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09

View on SEC IAPD

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