James Adam Causey
Investment adviser representative at Jackson Thornton Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$2BFirm assets
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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
20 years in the industry.
- Jackson Thornton Advisors, LLCMay 2026 to now
- Jackson Thornton Wealth Management, LLCFeb 2014 to now
- Jackson Thornton Asset Management, LLCJan 2014 to Sep 2024
- Jackson Thornton & Co. P.C.Jan 2006 to Apr 2026
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 6294740
- Firm CRD
- 116091