JT
Jason Thornton
ENCOMPASS MORE ASSET MANAGEMENT LLC
Sanford, FL
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CRD#: 7777596
JT
Professional summary
Jason Thornton is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Sanford, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I have another business called PL Marketing LLC dba Partners Life. This is an insurance brokerage dedicated to helping my clients obtain suitable Life Insurance and Annuities. I am CEO and Co-founder of this company. The business address is 801 International Parkway, Lake Mary FL 32746. The nature of the business is to address the Life insurance needs of my clients and to support our independent sales staff of licensed Life insurance agents. The Life insurance business is complementary to my investment advisor representative business in satisfying some needs my clients have that can not be satisfied with securities. Both businesses help secure the financial future of my customers and consumers. I work in the insurance agency capacity about 20 hours per week all during securities trading hours. My duties include preparing and presenting quotes for Life insurance, preparing and presenting illustrations for Fixed and Fixed Indexed Annuities as well as training and supporting our sales force of independent agents who are also helpline their clients with these types of products.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Thornton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2023 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
Sanford, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/13/2023)
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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