About Jackson Thornton Asset Management, LLC
<p>Owned by Jackson Thornton (the Alabama-based CPA and consulting firm with roots going back more than a century), Jackson Thornton Asset Management, LLC (JTWM) runs a fee-only registered investment advisor practice focused on investment management and retirement plan consulting.</p> <p>Founded in 2002 and headquartered in Montgomery in the River Region, the firm works with plan sponsors across the Birmingham metro and other parts of Alabama through offices in Dothan, Prattville, Wetumpka, Auburn, and Birmingham. It also maintains state registrations in Alabama, California, Connecticut, Florida, Georgia, Mississippi, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia.</p> <p>JTWM provides portfolio management for individuals, high-net-worth individuals, and institutions, along with pension consulting and advisor selection. For employer plans, the firm handles 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, supporting 401(k) plan management and related plan oversight.</p> <p>One differentiator is the link to a long-established CPA and consulting parent firm, which can be helpful when plan and investment work needs to align with accounting and business advisory needs.</p> <ul> <li>SEC-registered, fee-only RIA</li> <li>Assets under management: $2.0B (2026)</li> <li>3(21) fiduciary services for retirement plans</li> <li>Pension consulting and advisor selection</li> <li>Offices across Alabama, with multi-state registrations</li> </ul>
Website: https://www.jacksonthornton.com/
Founded: 2002
Office Locations
- Dothan, AL
- Montgomery, AL (Headquarters)
- Prattville, AL
- Wetumpka, AL
- Auburn, AL
- Birmingham, AL
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $2.0B