Best Investors Account Sign in
Inactive

Crystal Michelle Smith

Jackson Thornton Wealth Management, LLC

Montgomery, AL

Claim This Profile
Current Employers
Jackson Thornton Wealth Management, Llc

200 Commerce Street, Montgomery, AL 36104 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-10-19
  • AL RA
    APPROVED
    Since 2018-10-19

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 Asset Management, Llc Montgomery AL 04/2018 11/2021
Jackson Thornton & Co., P.C. Montgomery AL 10/2010 03/2018
Jackson Thornton Wealth Management, Llc Montgomery AL 10/2024 Present
Jackson Thornton Asset Management, Llc Montgomery AL 12/2021 09/2024
  • 04/2018 → 11/2021
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
  • 10/2010 → 03/2018
    Jackson Thornton & Co., P.C.
    Montgomery, AL
  • 10/2024 → Present
    Jackson Thornton Wealth Management, Llc
    Montgomery, AL
  • 12/2021 → 09/2024
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-19
  • S65 Uniform Investment Adviser Law Examination
    2018-10-19

View on SEC IAPD

Other Firms

RWC WEALTH MANAGEMENT, INC.
LPL ENTERPRISE, LLC
MARBLE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
SYNOVUS SECURITIES, INC.
SUMMIT FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

RICHARD K.E. AKINYEMI
RICHARD DALE STEWART
MATTHEW BLAKE MURPHY
Dustin Grant Hatfield
Emily Lauren Farrior
REBECCA HARDWICH BAKER
ADAM MILLER ROGERS
JEFFREY WRIGHT

Other Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Montgomery, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL
SYNOVUS SECURITIES, INC. · MONTGOMERY, AL
SUMMIT FINANCIAL, LLC · MONTGOMERY, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL

More in Montgomery, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor