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JACKSON THORNTON WEALTH MANAGEMENT, LLC

MONTGOMERY, AL · CRD 116091 · IAPD ↗ · (334) 834-7660

$2.01BRegulatory AUM
9Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2025 — JACKSON THORNTON WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
November 2024 — JACKSON THORNTON ASSET MANAGEMENT, LLC is now doing business as JACKSON THORNTON WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.