JT STRATFORD, LLC

311 Green Street
Suite 100
Gainesville, Georgia 30501
Tel: 770-534-6046

About JT STRATFORD, LLC

JT STRATFORD, LLC, formally registered with the SEC as JT STRATFORD, LLC. The firm was established in 07/22/2015. They have over 4 offices throughout the country.

JT STRATFORD, LLC is a Gainesville, Georgia based Financial Planning firm with nearly $644,851,069 assets under management, offering retirement planning & investment advisory services to 2279 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155629
SEC#	801-101474
Assets Managed by Firm	$644,851,069
No. of Clients	2279
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING AGREEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	2279	$644,851,069
Individuals (other than high net worth individuals)	849	$243,789,344
High net worth individuals	182	$359,855,117
Pension and profit sharing plans	18	$40,182,276
Charitable organizations	4	$931,502
Corporations or other businesses	1	$92,830

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