Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Adam Causey is a financial advisor at Jackson Thornton Asset Management, LLC, located in Montgomery, Alabama. James has been in the industry since January 2006. James holds the Series 65 license and is registered in Alabama and Texas. James has earned the Certified Financial Planner and Personal Financial Specialist designations. The firm's main focus is on providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
08/10/2018 - Present
Jackson Thornton Asset Management, LLC (MONTGOMERY AL)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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