News & Resources

JTAM Named a 2024 Wealth Magnet by Accounting Today

June 13, 2024

Jackson Thornton Asset Management (JTAM) is pleased to announce that it has again been named to the 2024 Accounting Today Wealth Magnets list. The recently released list ranked CPA financial planning practices by assets under management (AUM) and featured 150 ...

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May 2024 Newsletter

May 31, 2024

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April 2024 Newsletter

April 24, 2024

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March 2024 Newsletter

March 6, 2024

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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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February 2024 Newsletter

February 12, 2024

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January 2024 Newsletter

January 18, 2024

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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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