Unclaimed Profile

George Conrad Smith

JACKSON THORNTON ASSET MANAGEMENT, LLC·MONTGOMERY, Alabama

Series 65Clean record17 years registeredJACKSON THORNTON ASSET MANAGEMENT, LLC

200 COMMERCE STREET, MONTGOMERY, AL 36104CRD# 5630222Firm CRD# 116091

Profile Verification

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

Identity

George Conrad Smith · MONTGOMERY, AL

Registration

CRD #5630222 · JACKSON THORNTON ASSET MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JACKSON THORNTON ASSET MANAGEMENT, LLC

JACKSON THORNTON ASSET MANAGEMENT, LLC

Jan 2009 – Dec 2021

MONTGOMERY, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 21, 2009

Years registered · 17

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

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Frequently Asked Questions

What services does George Conrad Smith offer?

George Conrad Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are George Conrad Smith's credentials?

George Conrad Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Conrad Smith located?

George Conrad Smith is based in MONTGOMERY, Alabama, last registered with JACKSON THORNTON ASSET MANAGEMENT, LLC.

How does George Conrad Smith charge for services?

George Conrad Smith'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.

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