New Scam Alert From Schwab

February 27, 2024

Schwab has notified us of a new scam involving search engine optimization (SEO). Please see their advisor alert below. Search engine optimization (SEO) scams are targeting your clients Scammers are using search engine optimization (SEO) to create fake websites that ...

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JTAM Interviewed by Inside Public Accounting

November 10, 2023

We were honored to be interviewed recently by Inside Public Accounting for a story about accounting firms expanding their offerings. With the creation of Jackson Thornton Asset Management almost 25 years ago, we were able to share our experience and advice ...

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JTAM Named on CNBC Top 100 Financial Advisors List

October 20, 2023

We’re proud to announce that JTAM has again made the CNBC Top 100 Financial Advisors list. We moved up 13 spots to #75 in the 2023 rankings. The CNBC list is based on a variety of core data points from ...

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JTAM Named to Accounting Today’s 2023 Wealth Magnets List

June 8, 2023

Jackson Thornton Asset Management was named to Accounting Today’s 2023 Wealth Magnets list and ranked 36th of 150. The listing is based on assets under management for CPA financial planners and is comprised of firms throughout the US. Click here ...

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SECURE 2.0 Act of 2022: The New Law Has Something for Everyone for Retirement

April 27, 2023

The SECURE 2.0 Act is now law. Some of the changes made will be effective immediately, while other changes will take effect in 2024 or beyond. SECURE 2.0 included a wide range of changes to retirement provisions designed to increase ...

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Dimensional Ranked #1 Best Fund Family of 2022 by Barron’s

March 21, 2023

Barron’s is a highly regarded weekly magazine/newspaper published by Dow Jones & Company. It is a sister publication to the Wall Street Journal. A recent issue announced that Barron’s has ranked Dimensional Fund Advisors (DFA) as its number one fund ...

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Jackson Thornton Names New Principal

December 1, 2022

Jackson Thornton, a certified public accounting and consulting firm headquartered in Montgomery, AL, is pleased to announce that Nancy M. Brown has been selected as the firm’s newest principal. Nancy M. Brown is a principal in the firm’s Montgomery office ...

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JTAM Named to CNBC’S Top 100 Financial Advisors List

October 18, 2021

We’re pleased to announce that we have been named to CNBC’s 2021 Top 100 Financial Advisors list. From an initial list of more than 38,000 firms considered, we were ranked 79th of the Top 100 firms across the US. “We ...

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