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 who works out of Montgomery, Alabama, with 14 years of experience as a financial advisor. Causey is an employee of Jackson Thornton Asset Management, LLC. During their career, the advisor has held roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Causey maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Alabama and Texas. Jackson Thornton Asset Management, LLC is a financial advisory business based out of Montgomery, Alabama. The firm has offices in five locations and a total of 15 employees. It manages $1 billion in assets among its 1,871 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 1,871 customer accounts, 29% are associated with high-net-worth investors who have more than $1 million in assets. Jackson Thornton Asset Management, LLC provides 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 vary depending on which services the firm provides the client. However, fee types billed by Jackson Thornton Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Certified Financial Planner, Personal Financial Specialist

Years of Experience

14 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

James Causey Work History

James has 14 years of experience.

2014 - Present (7 years)

Jackson Thornton Asset Management, LLC

2006 - Present (15 years)

Jackson Thornton & Co., P.C

Disclosures

James Causey 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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