Disclosures & Legal Notices

Effective Date: July 24, 2020

Welcome to the website for Jackson Thornton Asset Management, LLC – also referred to hereinafter as the “Site.” This Site provides you with general information about the financial and other products and services of Jackson Thornton Asset Management. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site.

FORM ADV Part 2

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2 requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click here to access Jackson Thornton Asset Management’s FORM ADV Part 2.

If you have any questions about the Form ADV or would like physical copy of the document, please contact JTAM Compliance.

ACCESS TO THIS SITE

This Site is made available to all persons aged 18 or older who agree to be bound by the terms and conditions set forth in these terms of use. You agree not to modify, reproduce, distribute, rent, lease, loan, sell, or create derivative works based upon the materials on this Site, or post any content from this Site to newsgroups, mail lists or electronic bulletin boards, without the prior written consent of an authorized representative of Jackson Thornton Asset Management.

PRIVACY POLICY

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our policy under the link for Legal Notices.

NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES

Neither the information nor any opinion expressed on this Site constitutes an offer by Jackson Thornton Asset Management, LLC to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

UNAVAILABILITY IN SOME JURISDICTIONS

None of the investment products or services mentioned on this Site are available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contrary to local law or regulation.

LINKS TO THIRD PARTY WEB SITES

This Site may contain links to other Web sites, including links to the Web sites of companies that provide related information, products and services. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Jackson Thornton Asset Management makes no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products, or services available on or through such third party Web sites.

LINKS TO THIS WEB SITE

We ask that you notify us in advance of your intention to link to this Site by e-mailing us. You may not (i) display this Site in frames, or (ii) display any of the content found on this Site via inline links, without express written permission from an authorized representative of Jackson Thornton Asset Management.

OUR RIGHTS IN THIS SITE

Jackson Thornton Asset Management and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and “look and feel” of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Jackson Thornton Asset Management.

2023 ACCOUNTING TODAY WEALTH MAGNETS RANKING

The Wealth Magnets Ranking of the Top 150 Firms by AUM, developed by Accounting Today, was awarded to Jackson Thornton Asset Management, LLC (“JTAM”) in June 2023 for assets as of December 31, 2022.

The ranking is exclusively by assets under management and is based on submissions by individual firms. The dates used by firms submitting data varies. Data provided by Audit Analytics, an online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed. JTAM did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for JTAM. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only. Please see https://www.accountingtoday.com/top-accounting-firms-by-AUM  for further information.

CNBC Top 100 Financial Advisory Firms

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Jackson Thornton Asset  Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Jackson Thornton Asset Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Jackson Thornton Asset Management’s current written disclosure statement discussing advisory services and fees remain available upon request.

To see the methodology for the 2023 edition of CNBC’s annual FA 100 ranking, click here.

DISCLAIMER OF REPRESENTATIONS AND WARRANTIES

THIS SITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. THE FIRM MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

CONTACTING US

If you have questions about these terms of use, the Privacy Policy for this Site, or any other questions concerning this Site, please contact:

Adam Causey

adam.causey@jt-am.com