user avatar

Justin Kristian Clark

Advisor at Jackson Thornton Wealth Management, LLC — Montgomery, AL Commerce Street

Updated today

Credentials

Series 65

Experience

4 years

Location

Montgomery, AL 36104

Jackson Thornton Wealth Management, LLC logo

Jackson Thornton Wealth Management, LLC

Team

Total advisors

9

Across 2 offices

Clients per advisor

105 Very High

Avg AUM per client

$1,953,593 High

HNW client ratio

38% Typical

About

Justin Clark is a Series 65-licensed financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, bringing four years of industry experience. His career includes roles at several Jackson Thornton affiliated entities as well as B2 Partners and Warren Averett. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm’s approach emphasizes portfolio construction and investment management rooted in Modern Portfolio Theory, using diversified passive investments and Monte Carlo analysis to guide asset allocation.

Client services

Based on Jackson Thornton Wealth Management, LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Jackson Thornton Wealth Management, LLC

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business sale tax planning General estate planning guidance

Occupation focus

Based on Jackson Thornton Wealth Management, LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: 0.35% to 1.25% annually (tiered, varying by account size, complexity, and negotiated fees) $0 - $1,000,000: 0.70% annually (JTWM portion for Employee Benefit Retirement Plan Services) $0 - $1,000,000: 0.20% annually (FPAS portion for Employee Benefit Retirement Plan Services) $1,000,001 - $5,000,000: 0.45% annually (JTWM portion for Employee Benefit Retirement Plan Services) $1,000,001 - $5,000,000: 0.15% annually (FPAS portion for Employee Benefit Retirement Plan Services) $5,000,001 - $10,000,000: 0.25% annually (JTWM portion for Employee Benefit Retirement Plan Services) $5,000,001 - $10,000,000: 0.08% annually (FPAS portion for Employee Benefit Retirement Plan Services) $10,000,001+: 0.15% annually (JTWM portion for Employee Benefit Retirement Plan Services) $10,000,001+: 0.05% annually (FPAS portion for Employee Benefit Retirement Plan Services)

Other

Fee-only: Investment management fees based on tiered percentage of assets under management ranging from 0.35% to 1.25% annually; Employee Benefit Retirement Plan Services fees total from 0.20% to 0.90% annually depending on tiers

Location

See office

Montgomery, AL Commerce Street

200 Commerce Street

Montgomery AL 36104-2591

Advisors at this office

7

Most active in

Alabama

Work history

4 years of industry experience

Jackson Thornton Advisors, LLC

2026 - Present • 1 year

Montgomery, AL

Jackson Thornton Wealth Management, LLC

2024 - Present • 2 years

Montgomery, AL

Jackson Thornton & Co., P.C.

2022 - 2026 • 4 years

Montgomery, AL

Jackson Thornton Asset Management, LLC

2022 - 2024 • 2 years

Montgomery, AL

B2 Partners

2019 - 2022 • 3 years

Auburn, AL

Warren Averett

2004 - 2019 • 15 years

Montgomery, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph M

Series 65

Montgomery, AL

Goldsmith Martin Wealth Strategy

Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

General retirement planning
user avatar

Daniel M

Series 66

Montgomery, AL

ERS Capital Management LLC

Daniel Mckenzie is a financial advisor at ERS Capital Management LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Level Four Financial, LLC, Level Four Advisory Services, LLC, Kintail Capital, LLC, and Merrill. ERS Capital Management LLC offers asset management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, retirement plans, and businesses. The firm uses a research-focused, fundamental value approach combining macroeconomic and issuer-level analysis and employs a variety of investments including individual equities, fixed income, mutual funds, ETFs, and external managers.

Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
user avatar

Richard A

Series 63, Series 65

Montgomery, AL

Rwc Wealth Management, Inc.

Richard Akinyemi is a financial advisor at Rwc Wealth Management, Inc. in Montgomery, AL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rwc Wealth Management since 2012. Akinyemi is also a published author and serves as a director of a non-functioning construction company in Nigeria. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm offers individualized Investment Policy Statements, ongoing portfolio monitoring, and corporate consultations, utilizing a mix of analytical approaches and strategies while operating primarily on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Douglas T

ChFC®, Series 63, Series 65

Montgomery, AL

Tucker Financial Group

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

General estate planning guidance Annuities
user avatar

Daniel D

Series 65

Montgomery, AL

Tucker Financial Group

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

General estate planning guidance Annuities
user avatar

Benjamin A

Series 65

Montgomery, AL

Tucker Financial Group

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

General estate planning guidance Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)