James
Causey

Jackson Thornton Asset Management, LLC

CRD#6294740
Investment Advisor
in Montgomery, AL

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About this Advisor

James Causey is a certified financial planner and personal financial specialist operating in Montgomery, Alabama, with a total of 9 years of relevant experience. Causey is on the advisory team at Jackson Thornton Asset Management, LLC. Over the course of their career, Causey has held roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Causey has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Alabama and Texas. Jackson Thornton Asset Management, LLC is a registered investment firm based in Montgomery, AL. It has offices in four locations and a total of 17 people on staff. It manages $1 billion in assets among its 2,188 accounts, placing it among the larger firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 2,188 client accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has 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. Financial management fee schedules usually vary depending on which services are offered. However, fee types charged by Jackson Thornton Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

9 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

Office Location

200 Commerce Street
Montgomery, AL 36104

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Jackson Thornton Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,282,407,140

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

17

AL Average: 52
Total Number of Accounts

2,188

AL Average: 1,560
Average Account Size

$586,109

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

James Causey Work History

James has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Jackson Thornton Asset Management, LLC

2006 - Present (18 years)

Jackson Thornton & Co., P.C

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Causey 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
Allison Guice
Montgomery, AL
Kimberly Mason
Montgomery, AL
Justin Clark
Montgomery, AL
Nancy Brown
Montgomery, AL
Clarence Pritchett
Montgomery, AL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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