Jt Stratford, LLC logo

Jt Stratford, LLC

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Client assets under management

$955,356,972

Clients

1,238

21% high-net worth

Advisors

18

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

69

Typical

Average account size

$771,694

About

JT Stratford provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, model-portfolio solutions and sub-advisory arrangements, and primarily uses a major custodian for client assets.

Advisers customize asset allocation and investment selection using a mix of fundamental, technical and charting analysis, with strategies that range from long-term buy-and-hold to more active trading including options and margin; clients also have access to alternative and private investment vehicles. The firm monitors third‑party model providers and sub-advisors as part of ongoing account reviews and has begun incorporating emerging technology (including AI tools) to support research and operational processes.

Compared with many peers, JT Stratford discloses a broader set of ancillary services and relationships: it offers access to a third‑party digital estate‑planning platform (with adviser read‑only access to client documents), several advisers maintain affiliated insurance agencies, and one adviser offers tax-preparation services through a separate firm—each disclosed as separate from advisory services. The firm also engages an external equity strategist to support portfolio analysis and provides managed-model options for employer retirement plans, features that are less common among similarly sized multi-team advisers managing over $1 billion in client assets.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting agreement/estate planning

Expertise

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees up to $5,000 for standard financial plans; up to $50,000 or more for complex consulting; $750 flat fee for Wealth.com estate planning platform access

Percentage

$0 - $999,999: 1.35% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - $9,999,999: 0.90% annually $10,000,000 - $24,999,999: 0.80% annually $25,000,000 - $49,999,999: 0.74% annually $50,000,000 - $100,000,000: 0.68% annually

Project-based

$200 to $500 per hour for financial consulting services

Other

Minimum fee: Certain accounts may require a minimum advisory fee or quarterly maintenance fee; specifics not clearly stated Fee-only: Financial consulting fees charged hourly ($200 to $500/hour) or flat fees (up to $5,000 for standard plans, $50,000+ for complex)

Main office location

Jt Stratford, LLC

311 Green Street, Suite 100

Gainesville GA 30501, United States

Number of offices

5

Most active in

Alabama · Colorado · Florida · Georgia · Louisiana · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

James D

Series 65

Winston Salem, NC

Jt Stratford, LLC

James Davenport is a financial advisor at JT Stratford, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Twin City Hive, Coffee Park Airstream, Ardmore Coffee, and Triad Advisors, Inc. Outside of his advisory role, he is a graphic art designer who creates and sells online art and NFTs. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Colby J

Series 63, Series 65

Gainesville, GA

Jt Stratford, LLC

Colby James is a financial advisor at JT Stratford, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Windham Brannon. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Bryan H

Series 63, Series 65

Gainesville, GA

Jt Stratford, LLC

Bryan Hogan is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Jt Stratford since 2010 and has been associated with related firms including J.T. Stratford Advisors, LLC and Stratford Consumer Services, Inc. Outside of advisory work, he serves as Assistant Vice President in insurance sales focusing on life and health insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations, managing approximately $815 million across a 14-person team. The firm provides portfolio management, financial planning, retirement plan services, and access to third-party model portfolios, employing both fundamental and technical analysis tailored to client objectives.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Travis E

Series 66

Gainesville, GA

Jt Stratford, LLC

Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Amanda B

Series 65

Gainesville, GA

Jt Stratford, LLC

Amanda Bruner is a financial advisor with Jt Stratford, LLC, holding a Series 65 designation and 11 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. Outside of her advisory role, she is a member of Bruner Properties LLC, which holds a rental property. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $815 million for over 1,150 clients through a 14-person team. The firm provides discretionary and non-discretionary portfolio management, financial planning, and employer retirement plan services, utilizing fundamental and technical analysis along with third-party managers and model portfolios.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Palmer F

Series 65

Gainesville, GA

Jt Stratford, LLC

Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and the Northeastern Judicial Circuit of Georgia, and completed his education at the University of Georgia and University of North Georgia. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party models and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Augustus H

Series 63, Series 66

Gainesville, GA

Jt Stratford, LLC

Augustus Hames is a financial advisor at JT Stratford, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of his advisory role, he serves as a deacon at Christ Presbyterian Church. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, and employer retirement plan services, using both fundamental and technical analysis along with model portfolios and third-party managers.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Carter L

CFP®, Series 65

Winston Salem, NC

Jt Stratford, LLC

Carter Lievens is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at JT Stratford, LLC since 2020 and has prior experience in tax services and retail. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Mark G

CFP®, Series 65

Gainesville, GA

Jt Stratford, LLC

Mark Gibbs is a CFP® with 20 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He has worked at Fiduciary Capital Stratford, LLC since 2015 and has owned Gibbs Financial Services, PC since 2004, where he provides tax preparation and accounting services for approximately 140 clients. Gibbs is also a licensed CPA in Georgia, offering additional tax and accounting support. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,100 clients through a 14-person team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

John T

Series 63, Series 66

Winston Salem, NC

Jt Stratford, LLC

John Thompson is a financial advisor at JT Stratford, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various roles from 2006 to 2025. Thompson is also involved in insurance sales and services through Strategic Financial Advisors LLC. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and employer retirement plan services, utilizing both fundamental and technical analysis and third-party model portfolios.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Edwin R

ChFC®, Series 63, Series 65

Gainesville, GA

Jt Stratford, LLC

Edwin Robins is a financial advisor with Jt Stratford, LLC based in Winston Salem, NC. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. Robins has worked at firms including Triad Advisors, Inc. and Fiduciary Capital Stratford, LLC. Outside of financial advising, he serves as a board member for the Durham Coca-Cola Bottling Company and participates in community activities through St. Paul's Episcopal Church. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,100 clients through a 14-person advisory team, offering portfolio management, financial planning, and retirement services while utilizing both fundamental and technical analysis along with third-party managers.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Dwayne F

Series 63, Series 65

Gainesville, GA

Jt Stratford, LLC

Dwayne Ferguson is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Triad Advisors, Inc., and he has operated an insurance agency, Stratford Group Inc., since 1999. He also serves as a member of a management consulting firm, 3-Choice Care Credit LLC. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,150 clients through a 14-person advisory team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

James D

Series 63, Series 65

Gainesville, GA

Jt Stratford, LLC

James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

Hunter P

CFA®

Gainesville, GA

Jt Stratford, LLC

Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar

James E

PFS™

Gainesville, GA

Jt Stratford, LLC

James Eggers is a financial advisor at JT Stratford, LLC with five years of industry experience and holds the PFS™ designation. His prior experience includes roles at Avantax Advisory Services and Smith Leonard PLLC. Outside of finance, he is a member of Tanglewood Pizza Company, LLC, a full-service restaurant. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across 1,151 clients with a 14-person advisory team, offering portfolio management, financial planning, and employer retirement plan services while utilizing both fundamental and technical analysis alongside third-party managers.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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