Kimberly
Mason

Jackson Thornton Asset Management, LLC

CRD#5184590
Investment Advisor
in Montgomery, AL

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About this Advisor

Kimberly Mason is an advisor who lives in Montgomery, Alabama. Currently a registered financial advisor at Jackson Thornton Asset Management, LLC, Mason has 16 years of professional experience in the financial advisory industry. Mason has a Series 65 license, designating them as an investment advisor representative. Mason can advise clients in Alabama. Mason has worked their complete career at Jackson Thornton Asset Management, LLC. Jackson Thornton Asset Management, LLC is based out of Montgomery, Alabama, and has five other offices in the country. As a company, Jackson Thornton Asset Management, LLC manages $1 billion in assets throughout 1,871 accounts and employs 15 staff members. The amount of assets the firm manages places it among the larger investment advisory firms in the nation. The firm manages 1,861 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Jackson Thornton Asset Management, LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

16 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

Kimberly Mason Work History

Kimberly has 16 years of experience.

2004 - Present (17 years)

Jackson Thornton Asset Management, LLC

Disclosures

Kimberly Mason 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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