Crystal Michelle Smith
Investment adviser representative at Jackson Thornton Wealth Management, LLC
16 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
16 years in the industry.
- Jackson Thornton Wealth Management, LLCOct 2024 to now
- Jackson Thornton Asset Management, LLCDec 2021 to Sep 2024
- Jackson Thornton Asset Management, LLCApr 2018 to Nov 2021
- Jackson Thornton & Co., P.C.Oct 2010 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6944593
- Firm CRD
- 116091