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Allison Hartzog Guice

Jackson Thornton Asset Management, LLC

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About Allison Hartzog Guice

Allison Guice is a Certified Financial Planner™ and a Personal Financial Specialist who has been providing financial advice since March 2006. Allison works as an Investment Advisor Representative at Jackson Thornton Asset Management, LLC. Allison has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans and has a proven track record of helping clients reach their financial goals.

Firm Information

Allison Guice is currently registered with Jackson Thornton Asset Management, LLC. Jackson Thornton Asset Management, LLC is an investment advisor based in Montgomery, AL. They provide portfolio management for individuals, businesses, and pension plans, as well as selection of other advisors. They have approximately $1.55 billion in regulatory assets under management.
Jackson Thornton Asset Management, LLC

200 COMMERCE STREET

MONTGOMERY, AL 36104

$1.55B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Guice’s Registration & Firm History

AL

11/10/2022 - Present

Jackson Thornton Asset Management, LLC (MONTGOMERY AL)

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Licenses & Designations

IA

Issued 06/27/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Hartzog Guice.
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