Crystal
Smith

Jackson Thornton Asset Management, LLC

CRD#6944593
Investment Advisor
in Montgomery, AL

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About this Advisor

Crystal Smith is a financial advisor operating out of Montgomery, Alabama, who has 10 years of professional experience. Smith works at Jackson Thornton Asset Management, LLC. The advisor has gained experience at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Smith maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Alabama. Jackson Thornton Asset Management, LLC is a firm based in Montgomery, Alabama. The company has offices in five locations and a total of 15 employees. It has $1 billion in total assets among its 1,871 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 1,871 accounts, 29% belong to high-net-worth investors who have greater than $1 million in investable assets. Jackson Thornton Asset Management, LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Jackson Thornton Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

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

Disclosures

No

Office Location

200 Commerce Street
Montgomery, AL 36104

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Jackson Thornton Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,091,967,081

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

15

AL Average: 52
Total Number of Accounts

1,871

AL Average: 1,560
Average Account Size

$583,628

AL Average: $1,038,837

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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

Crystal Smith Work History

Crystal has 10 years of experience.

2018 - Present (3 years)

Jackson Thornton Asset Management, LLC

2010 - 2018 (8 years)

Jackson Thornton & Co., P.C

Disclosures

Crystal Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Jackson Thornton Asset Management, LLC

Crystal Smith
Montgomery, AL
James Causey
Montgomery, AL
Allison Guice
Montgomery, AL
Kimberly Mason
Montgomery, AL
Nancy Brown
Montgomery, AL
Clarence Pritchett
Montgomery, AL
Thomas Bedsole
Dothan, AL
Tommy West
Montgomery, AL

This content was compiled from the SEC and FINRA.

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