AdFi
JT

Jason Thornton

Investment Adviser Representative at Encompass MORE Asset Management LLC

Sanford, FLCRD #7777596Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Thornton is an investment adviser representative with Encompass MORE Asset Management LLC in Sanford, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Encompass MORE Asset Management LLCCurrent
7/13/2023 – Sanford, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Integrity Advisory Solutions
    Jun 2026 – no end date reportedLake Mary, FL
  2. Encompass More Asset Management LLC
    Jun 2023 – May 2026Danville, CA
  3. PL Marketing LLC / Partners Life
    Jun 2017 – no end date reportedSanford, FL
  4. Agency Manager
    Nov 2011 – Aug 2017Oviedo, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Encompass MORE Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Subscription fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement planning services, products, and platforms aimed at helping clients achieve a comfortable retirement lifestyle

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment Vehicles
Firm areas of expertise
Retirement PlanningFinancial SecurityIndividual ClientsEmployer ServicesAdvisor Services

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
86
Offices listed on AdvisorFinder:
12
Main office:
Danville, CA
SEC file number:
801-126102

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 15, 2026

View full firm profile

Other advisors at Encompass MORE Asset Management LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Thornton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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