Jason Thornton

Current Employers

Employment History

• 06/2026 → Present
  Integrity Advisory Solutions
  Lake Mary, FL
• 06/2023 → 05/2026
  Encompass More Asset Management Llc
  Danville, CA
• 06/2017 → Present
  Pl Marketing Llc / Partners Life
  Sanford, FL
• 11/2011 → 08/2017
  Agency Manager
  Oviedo, FL

Previous Registrations

• 2023-07-13 → 2026-06-04
  Encompass More Asset Management Llc
  Sanford, FL
  Danville, CA

Other Businesses

1) PL Marketing LLC dba Partners Life; This is an insurance brokerage dedicated to helping my clients obtain suitable Life Insurance and Annuities; CEO and Co-founder; 1525 International Parkway Suite 4001 Lake Mary, FL 32746; The nature of the business is to address the Life insurance needs of my clients and to support our independent sales staff of licensed Life insurance agents. The Life insurance business is complementary to my investment advisor representative business in satisfying some needs my clients have that can not be satisfied with securities. Both businesses help secure the financial future of my customers and consumers; 40 hours per month; 10 hours per month during trading hours; Start date 6/1/2017; My duties include preparing and presenting quotes for Life insurance, preparing and presenting illustrations for Fixed and Fixed Indexed Annuities as well as training and supporting our sales force of independent agents who are also helpline their clients with these types of products. 2) RWM Accounting LLC dba Thornton Rivers Tax & Accounting; Investment Related- No; 1525 International Parkway Suite 4001 Lake Mary, FL 32746; Tax Preparation and accounting services; Owner; Start date 1/12/2026; 10 hours per month; 0 hours during trading hours; Responsible for overseeing the client relationships, financial performance, and strategic direction of the firm. 3) Rivers Wealth Management; Investment Related-Yes; 1525 International Parkway Suite 4001 Lake Mary, FL 32746; Provide Fiduciary Financial Advice to Clients; Owner; Start Date 1/1/2025; 200 hours per month; 160 hours during trading hours; Provide Fiduciary Financial Advice to Clients, manage client portfolios discuss short term and longer financial objectives, estate planning and retirement planning. 4) WEALTH.COM POSITION: Subscriber NATURE: Wealth.com equips financial advisors with the technology to help families plan for every tomorrow. Our platform combines estate planning, tax intelligence, and AI powered insights to deliver sophisticated planning at scale. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2025 ADDRESS: 51 W. 3rd Street, Suite 110, Tempe AZ 85281, United States DESCRIPTION: Use this service to provide clients with estate documents ie. trusts and will's

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-27