Unclaimed Profile

Allison Hartzog Guice

JACKSON THORNTON ASSET MANAGEMENT, LLC·MONTGOMERY, Alabama

Series 65Clean record7 years registeredJACKSON THORNTON ASSET MANAGEMENT, LLC

200 COMMERCE STREET, MONTGOMERY, AL 36104CRD# 7085420Firm CRD# 116091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Hartzog Guice · MONTGOMERY, AL

Registration

CRD #7085420 · JACKSON THORNTON ASSET MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Jul 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 10, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACKSON THORNTON ASSET MANAGEMENT, LLC

CRD 116091 · SEC 801-61445

AUM

$1.5B

Regulatory assets under management

Employees

2,261 client accounts

Services offered by JACKSON THORNTON ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JACKSON THORNTON ASSET MANAGEMENT, LLC →

Introduction

Speak with Allison

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Allison is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTGOMERY?

Browse all registered financial advisors in MONTGOMERY, Alabama or claim this profile if it's yours.

Browse MONTGOMERY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Allison Hartzog Guice offer?

Allison Hartzog Guice specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONTGOMERY, Alabama for a consultation.

What are Allison Hartzog Guice's credentials?

Allison Hartzog Guice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Hartzog Guice located?

Allison Hartzog Guice is based in MONTGOMERY, Alabama, working with JACKSON THORNTON ASSET MANAGEMENT, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.

How does Allison Hartzog Guice charge for services?

Allison Hartzog Guice's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON THORNTON ASSET MANAGEMENT, LLC?

JACKSON THORNTON ASSET MANAGEMENT, LLC has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →