J
Jt Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,088,049
Clients
8
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$1,136,006
About
JT Wealth Management provides ongoing investment advice and portfolio management to individual clients and small businesses, managing accounts registered as individual/joint, trusts, IRAs and small-business retirement plans. As of June 10, 2025, the firm reported approximately $8.88 million in regulatory assets under management, all managed on a discretionary basis.
The firm emphasizes building portfolios through individual equities and exchange-traded funds to pursue tax efficiency and avoid layering of fees, and generally accepts accounts above $100,000 subject to discretionary exceptions. It follows an active management process that uses fundamental, technical and cyclical analysis and routinely employs hedging techniques and derivatives—including option buying and writing, spreading strategies, and occasional short or index positions—to manage volatility and downside risk.
Distinctive for a small independent advisory practice, JT Wealth Management explicitly uses derivatives and options-based hedging within separately managed accounts, a capability that is uncommon among its peers. The firm recommends a specific custodian (Interactive Brokers, LLC) for execution and reporting, provides quarterly written account reports, and does not vote client proxies.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually
Account minimum: $100,000 (generally)
Main office location
Jt Wealth Management
Boca Raton FL, United States
Number of offices
1
Most active in
Jt Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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