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Nancy Mac Brown

Investment adviser representative at Jackson Thornton Wealth Management, LLC
30 yearsExperience
1 stateRegistered in
$2BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

30 years in the industry.

  1. Jackson Thornton Advisors, LLCMay 2026 to now
  2. Jackson Thornton Wealth Management, LLCJan 2012 to now
  3. Jackson Thornton & Co. P.C.Jan 2022 to Apr 2026
  4. Jackson Thornton Asset Management, LLCJan 2022 to Sep 2024
  5. Jackson Thornton Asset Management, LLCJan 2012 to Dec 2021
  6. Jackson Thornton & Co. P.C.Jan 1996 to Dec 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (AL).

Jackson Thornton Wealth Management, LLC

$2BAssets managed
988Clients
9Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6017869
Firm CRD
116091
Advisor's SEC record (opens in a new tab)
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