Allison
Guice

Jackson Thornton Asset Management, LLC

CRD#7085420
Investment Advisor
in Montgomery, AL

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About this Advisor

Allison Guice is a financial advisor based in Montgomery, Alabama, working with Jackson Thornton Asset Management, LLC. Allison has previously held positions at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Allison has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Allison is part of Jackson Thornton Asset Management, LLC, which operates out of Montgomery, Alabama. The firm has 4 offices and 15 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Jackson Thornton Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

200 Commerce Street
Montgomery, AL 36104-2591

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Jackson Thornton Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,548,596,453

AL Average: $1,620,585,161
Total Number of Employees

15

AL Average: 52
Total Number of Accounts

2,261

AL Average: 1,560
Average Account Size

$684,917

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Allison Guice Work History

2022 - Present (2 years)

Jackson Thornton & Co., P.C

2022 - Present (2 years)

Jackson Thornton Asset Management, LLC

2019 - Present (5 years)

Jackson Thornton Asset Management, LLC

2006 - 2022 (16 years)

Jackson Thornton & Co., P.C

Disclosures

Please visit the SEC profile of Allison Guice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jackson Thornton Asset Management, LLC

Crystal Smith
Montgomery, AL
Daniel Tew
Dothan, AL
James Causey
Montgomery, AL
Angela Andrews
Dothan, AL
Allison Guice
Montgomery, AL
Kimberly Mason
Montgomery, AL
Justin Clark
Montgomery, AL
Nancy Brown
Montgomery, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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