Jayson M. Thornton

CRD#: 7213362

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jayson Martin Thornton, CFP®, who also goes by Jayson Thornton, was a registered financial professional .

Jayson is a previously registered financial professional and started their career in finance in 2020. Jayson had worked at 2 firms and has passed the Series 65 exam.

Biography

Jayson M. Thornton, CFP is an award winning Financial Advisor, specializing in Tax & Financial Planning. He is a CERTIFIED FINANCIAL PLANNER  professional.

Thornton Advisor Group LLC serves individuals and small businesses. We handle tax compliance cases and wealth management; Tax Preparation, IRS Tax Debt Settlements and helping clients meet their financial goals.
​
Jayson earned his Bachelor’s Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his graduate certificate in Financial Planning from Howard University School of Business.
 
Jayson takes great pride in representing clients before the government to resolve tax issues; including audits, collections and appeals. He has been recognized by the US Department of Treasury for his "Outstanding Contributions" as a Financial Advisor and his Pro Bono work.
 
A Saint Louis native, Jayson graduated from McCluer North High School in 2002, he strives to stay active in community service. He is a member of the National Association of Black Accountants, Phi Beta Sigma Fraternity, Inc., and the Financial Planning Association. ​​

Question & Answer

What are your service offerings?

FINANCIAL PLANNING,

TAX AUDIT REPRESENTATION,

IRS TAX DEBT SETTLEMENTS,

TAX PREPARATION,

INVESTMENT & RETIREMENT PLANNI...

WEALTH MANAGEMENT & ESTATE PLA...

Are you a "fiduciary"?

Aliases

Jayson Thornton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Accountant offering Tax Services only through Thornton Tax Firm LLC 2) POCKET WATCHER LLC; OWNER; INVESTMENT RELATED: NO; LOCATION: 319 N 4TH STREET #608, ST. LOUIS, MO 63102; DESCRIPTION OF THE BUSINESS: YOUTUBE CHANNEL PROVIDING FINANCIAL EDUCATION VIDEOS.; RECORD FINANCIAL EDUCATION VIDEOS; 2020-11-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 10; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Past

September 29, 2021 - November 18, 2022

THORNTON FINANCIAL PLANNING FIRM LLC

RIA

CRD#: 315696

ST LOUIS, MO

Past

February 14, 2020 - December 2, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Saint Louis, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2019

Uniform Investment Adviser Law Examination

Current Firm

THORNTON FINANCIAL PLANNING FIRM LLC

CRD#: 315696 / SEC#:

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Contact information

Main Address

319 N 4th Street #608, St. Louis, MO 63102

Mailing Address

Phone number

(314) 776-9076

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jayson M. Thornton

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THORNTON FINANCIAL PLANNING FIRM LLC

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2019

Current Firm

THORNTON FINANCIAL PLANNING FIRM LLC

Contact information

Documents

Red Flags

Company Information

THORNTON FINANCIAL PLANNING FIRM LLC

TRUST BUT VERIFY

Contact information

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