Tommy
West

Jackson Thornton Asset Management, LLC

CRD#4581427
Investment Advisor
in Montgomery, AL

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About this Advisor

Tommy West is an advisor whose office is in Montgomery, Alabama. Currently an investment advisor at Jackson Thornton Asset Management, LLC, West has an impressive 39 years of practice in the financial advisory industry. West maintains a Series 65 license, certifying them as an investment advisor representative. West can work with clients in Alabama and Texas. Throughout their career, they have worked at Jackson Thornton & Co., Pc and Jackson Thornton Asset Management, LLC. Jackson Thornton Asset Management, LLC is headquartered in Montgomery, Alabama, and operates out of five additional brick-and-mortar locations throughout the country. As a company, Jackson Thornton Asset Management, LLC manages $1 billion in assets across 1,871 client accounts and employs 15 staff members. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the nation. The firm manages 1,861 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 29% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Jackson Thornton Asset Management, LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Years of Experience

39 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 St.
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

Tommy West Work History

Tommy has 39 years of experience.

2001 - Present (20 years)

Jackson Thornton Asset Management, LLC

1981 - Present (40 years)

Jackson Thornton & Co., Pc

Disclosures

Tommy West 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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