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JT Asset Allocation LLC

Updated today

Client assets under management

$2,885,559

Clients

9

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$320,618

About

JT Asset Allocation LLC is a small registered investment adviser that provides discretionary portfolio management and individualized investment plans for private individuals. The firm typically bills on a percentage-of-assets basis and focuses on portfolio construction, asset allocation, and ongoing monitoring for individual clients.

JT Asset Allocation documents client goals and constraints in Investment Policy Statements and combines model allocations with client-specific recommendations using methods such as cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis. Its stated strategies include long- and short-term trading and explicitly incorporate margin and options trading (covered, uncovered, and spread strategies), with attendant risk disclosures regarding derivatives and leveraged positions.

The firm’s materials disclose predecessor and hypothetical performance—an uncommon practice among similar advisers—and its advisory team brings extensive international corporate treasury and pension experience, which corresponds with a notable non-U.S. client exposure and use of non-U.S. securities. With two advisors, nine clients and roughly $2.9 million in discretionary assets, JT Asset Allocation’s small scale combined with active derivative use in client accounts distinguishes it from many peers and points to a custom, hands-on practice rather than a broad high-net-worth platform.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Concentrated stock management

Fee options

Percentage

$1 - $1,000,000: 1.25% $1,000,001+: 1.00%

Main office location

JT Asset Allocation LLC

10441 163 Rd Place

Orlando Park IL 60467, United States

Number of offices

1

Most active in

Illinois · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Juan T

CFA®

Orlando Park, IL

JT Asset Allocation LLC

Juan Troncoso Iriarte is a CFA® charterholder with two years of industry experience. He is currently with JT Asset Allocation LLC and has previously worked at Banco BICE and Quinto Inversiones. Prior to entering the advisory field, he spent over two decades at Dow Chemical. JT Asset Allocation LLC provides discretionary portfolio management primarily to individual clients, offering tailored investment allocations across a range of asset classes including mutual funds, equities, ETFs, fixed income, real estate funds, and non-U.S. securities. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, and incorporates both long- and short-term trading strategies with the use of margin and options.

Active portfolio management Options & derivatives strategies Real estate investing Concentrated stock management
user avatar

Daoran A

Series 66

Frankfort, IL

JT Asset Allocation LLC

Daoran Alabin is a financial advisor at JT Asset Allocation LLC with five years of industry experience. He holds a Series 66 designation and has worked at First Allied Securities, Inc. and Smartcorr Systems Inc. since 2016. Prior to his advisory career, he was employed at The Dow Chemical Company from 1998 to 2016. JT Asset Allocation LLC provides discretionary portfolio management primarily to individual clients, offering tailored allocations across various asset classes including mutual funds, equities, ETFs, fixed income, real estate funds, and non-U.S. securities. The firm’s investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, with an emphasis on international markets and the use of derivatives within managed accounts.

Active portfolio management Options & derivatives strategies Real estate investing Concentrated stock management
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