Jt Stratford, LLC

JT Stratford, LLC is an SEC-registered investment adviser established in 2010 and transitioned to SEC registration in 2015. With over $883 million in assets under management, the firm offers investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Services include continuous investment advisory on a discretionary or non-discretionary basis, financial planning, insurance, estate planning, education planning, and business planning. The firm may recommend third-party advisors for managing client assets, and compensation arrangements for client referrals are disclosed. Investment strategies include long-term buy and hold, short sales, margin transactions, and option strategies. Clients have the option for fee-based advisor-managed accounts with fees ranging from 0.68% to 1.35% based on portfolio value. The firm does not charge performance-based fees and operates under a Code of Ethics to ensure fair and ethical conduct. Clients have the choice of discretionary or non-discretionary asset management. JT Stratford does not have custody of client funds or securities and offers both discretionary and non-discretionary asset management services. The firm does not accept authorization to vote client securities.