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JT STRATFORD, LLC
CRD 155629 · SEC 801-101474
311 GREEN STREET, SUITE 100, GAINESVILLE, GA, 30501, United States
Phone
770-534-6046
Fax
770-534-4266
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
18 total employees; 18 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING AGREEMENT/ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 977 | $298.0M |
| High net worth individuals | 261 | $657.3M |
| Pension/profit sharing plans | 18 | $50.9M |
| Charitable organizations | 6 | $1.8M |
| Corporations/business entities | 4 | $6.2M |
States served
AL, CO, GA, LA, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD