Jackson Thornton Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,842,238,277
Clients
943
Advisors
9
across 2 offices
About
Jackson Thornton Wealth Management (JTWM) serves individuals, high‑net‑worth clients, qualified retirement plans, trusts, foundations, and small businesses, and also provides participant‑directed retirement plan advisory services. Its offering centers on portfolio construction, ongoing investment management and monitoring, and wealth management consultations covering tax, retirement, estate and insurance matters that are provided to investment clients.
JTWM’s investment philosophy is grounded in Modern Portfolio Theory and favors long‑term, passively implemented, asset‑class diversification using mutual funds and ETFs—with a notable tilt toward Dimensional Fund Advisors vehicles—and relies on Monte Carlo analysis to inform asset allocation. The firm typically manages accounts on a discretionary basis, uses model portfolios and independent managers (including Focus Partners Advisor Solutions for fixed income and sub‑advisory mandates), and employs periodic rebalancing and tax‑loss harvesting.
What distinguishes JTWM from many peers is its ownership by the accounting firm Jackson Thornton Advisors, LLC and the resulting integrated referral and service relationships disclosed in the brochure, as well as its contractual reliance on FPAS for both back‑office support and sub‑advisory services. The firm also operates across five offices and provides financial planning and related advice as part of its investment management engagements rather than as a separately billed standalone planning product.
Client services
Expertise
Occupation focus
Fee options
$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)
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
Main office
See office200 Commerce Street
Montgomery AL 36104-2591
Advisors at this office
7
Offices (2)
Most active in
Alabama · California · Connecticut · Florida · Georgia · Louisiana · Mississippi · New Hampshire · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Jackson Thornton Asset Management, LLC · Jackson Thornton Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nancy B
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Nancy Brown is a Series 65-licensed financial advisor at Jackson Thornton Wealth Management, LLC with 14 years of industry experience. She has held various roles within the Jackson Thornton organization since 1996, including positions at Jackson Thornton & Co. P.C., Jackson Thornton Asset Management, LLC, and currently Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
Daniel T
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
Daniel Tew is a CFP®, PFS™, and Series 65 professional with six years of industry experience. He has worked at various Jackson Thornton entities since 2009 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations that include tax, retirement, estate, and insurance matters, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
James C
CFP®, PFS™, Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
James Causey is a CFP® and PFS™ with 12 years of industry experience. He has worked within various entities of the Jackson Thornton organization since 2006 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes long-term, passively implemented, diversified portfolios grounded in Modern Portfolio Theory and offers wealth management consultations covering tax, retirement, estate, and insurance matters.
Clarence P
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Clarence Pritchett IV is a financial advisor at Jackson Thornton Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked within the Jackson Thornton organization since 1993, including roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co. P.C. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses, focusing on portfolio construction, investment management, and wealth management consultations. The firm applies a Modern Portfolio Theory-based investment approach, emphasizing long-term, passive asset-class diversification and utilizes model portfolios, independent managers, and periodic rebalancing in managing accounts.
Allison G
CFP®, PFS™, Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Allison Guice is a CFP® and PFS™ with seven years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2024. Her prior roles include positions within various Jackson Thornton entities dating back to 2006. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes portfolio construction, ongoing investment management, and wealth management consultations using a long-term, passive investment approach grounded in Modern Portfolio Theory.
Kimberly M
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Kimberly Mason is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 credential and 20 years of industry experience. She previously worked at Jackson Thornton Asset Management, LLC from 2004 to 2024 before joining Jackson Thornton Wealth Management. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and comprehensive wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
Justin C
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
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.
Crystal S
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Crystal Smith is a Series 65-licensed advisor with eight years of industry experience. She has worked at Jackson Thornton Wealth Management, LLC since 2024 and previously held roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm offers portfolio construction, ongoing investment management, and wealth management consultations, emphasizing long-term, passively implemented, asset-class diversification based on Modern Portfolio Theory.
Angela A
Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
Angela Andrews is a financial advisor at Jackson Thornton Wealth Management, LLC in Dothan, Alabama, holding a Series 65 designation with three years of industry experience. She previously worked at Jackson Thornton Asset Management, LLC for 18 years before joining her current firm. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, ongoing investment management, and wealth management consultations, employing a long-term, passive investment approach grounded in Modern Portfolio Theory with an emphasis on asset-class diversification.
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.
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”)