JACKSON THORNTON WEALTH MANAGEMENT, LLC

200 Commerce Street
Montgomery, Alabama 36104
Tel: (334) 834-7660

About JACKSON THORNTON WEALTH MANAGEMENT, LLC

JACKSON THORNTON WEALTH MANAGEMENT, LLC, formally registered with the SEC as JACKSON THORNTON WEALTH MANAGEMENT, LLC. The firm was established in 09/24/2002. They have over 5 offices throughout the country.

JACKSON THORNTON WEALTH MANAGEMENT, LLC is a Montgomery, Alabama based Financial Planning firm with nearly $1,673,951,576 assets under management, offering retirement planning & investment advisory services to 2370 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116091
SEC#	801-61445
Assets Managed by Firm	$1,673,951,576
No. of Clients	2370
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2370	$1,673,951,576
Individuals (other than high net worth individuals)	593	$175,397,693
High net worth individuals	343	$1,370,319,533
Pension and profit sharing plans	8	$21,754,515
Charitable organizations	5	$32,791,968
Corporations or other businesses	33	$73,687,867

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