Unclaimed Profile

James Adam Causey

JACKSON THORNTON ASSET MANAGEMENT, LLC·MONTGOMERY, Alabama

Series 65Clean record12 years registeredJACKSON THORNTON ASSET MANAGEMENT, LLC

200 COMMERCE STREET, MONTGOMERY, AL 36104CRD# 6294740Firm CRD# 116091

Profile Verification

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

Identity

James Adam Causey · MONTGOMERY, AL

Registration

CRD #6294740 · JACKSON THORNTON ASSET MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Feb 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 24, 2014

Years registered · 12

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 James Adam Causey offer?

James Adam Causey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONTGOMERY, Alabama for a consultation.

What are James Adam Causey's credentials?

James Adam Causey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Adam Causey located?

James Adam Causey 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 James Adam Causey charge for services?

James Adam Causey'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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