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Financial ADVSR advisor directory · SEC adviser records

Jackson Thornton Wealth Management, LLC financial advisors in Montgomery, AL

Every SEC-registered investment adviser representative at a Jackson Thornton Wealth Management, LLC office in Montgomery, A to Z.

The short answer

7 registered advisors work at Jackson Thornton Wealth Management, LLC in Montgomery, out of 9 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Jackson Thornton Wealth Management, LLC advisors in Montgomery, A to Z

Every Jackson Thornton Wealth Management, LLC advisor →

Jackson Thornton Wealth Management, LLC advisors in every city and state →Jackson Thornton Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Jackson Thornton Wealth Management, LLC advisors in other cities

Dothan, AL 2

Other firms in Montgomery

All Montgomery advisors →

Stifel, Nicolaus & Company, Incorporated 24Morgan Stanley 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Raymond James & Associates, Inc. 11Raymond James Financial Services Advisors, Inc. 8Waverly Advisors, LLC 8UBS Financial Services Inc. 7State Farm Investment Management Corp. 6Wells Fargo Advisors Financial Network, LLC 6Captrust 5Marble Wealth, LLC 5Pfs Investments Inc. 5

Questions

How many financial advisors does Jackson Thornton Wealth Management, LLC have in Montgomery?

7 investment adviser representatives are registered at Jackson Thornton Wealth Management, LLC offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Jackson Thornton Wealth Management, LLC one of the largest advisor employers in Montgomery?

Jackson Thornton Wealth Management, LLC ranks number 7 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 24.

How do I check a Jackson Thornton Wealth Management, LLC advisor in Montgomery?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jackson Thornton Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.