Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Michelle Smith is an investment advisor representative with Jackson Thornton Asset Management, LLC in Montgomery, Alabama. Crystal has been in the industry since October 2010, working for Jackson Thornton & Co., P.C. and Jackson Thornton Asset Management, LLC. Crystal holds a Series 65 license and has worked with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth. Crystal specializes in portfolio management for businesses and individuals, as well as pension consulting and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AL
10/19/2018 - Present
Jackson Thornton Asset Management, LLC (MONTGOMERY AL)
IA
Issued 10/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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