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Let's Get Started

No matter where you are in life, JT Stratford has the tools and resources to help you reach your goals. 

Click on the icon that best represents YOUR stage in life and see how easy it is to get started!

Early Savers

Buying a house? Getting married?
Have student loans? Baby on the way? Just starting to save?

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Mid-Life Accumulators

Have an emergency fund set aside? Involved in a divorce? Need insurance? Kids going to college?

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Near Retirement

Trying to pay off debt? And increase savings, too? Saving enough for retirement?

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In Retirement

Concerned about taxes? Want to transfer some assets to others? Need more insurance? Spending too much?

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About JT Stratford

JT Stratford is an SEC registered investment advisory firm and employee benefits firm headquartered in Gainesville, GA.  Since its inception in 1995, the firm has received industry recognition of delivering value through innovative thinking, sophisticated solutions and an unwavering commitment to its clients.

The firm manages investment portfolios and provides financial planning services for individuals, institutions, and government entities.  In addition, JT Stratford provides sub-advisory services to registered investment advisory firms.

JT Stratford has agreements through its broker/dealer Triad Advisors Inc., with TD Ameritrade Institutional and with National Financial Services, LLC (NFS, a wholly-owned subsidiary of Fidelity Investments) which provide trade execution, clearing and other related services.

Personal Investors

Since its inception in 1995, JT Stratford has focused on providing unbiased, conflict-free investment advice and unrivaled client service.

We act as fiduciaries – we put our clients’ interests first, not investments that seem “suitable” as judged by many brokerage firms. We offer:

  • Unbiased Financial Advice 
  • Investment Management & Financial Planning Expertise
  • Customized Portfolios Aligned with Your Goals
  • Consolidated Online Reporting through our Proprietary Private Client Portal
  • High-Touch, Personal Service

JT Strafford also offers personal policies for individuals and business owners such as life, long term care, disability and Medicare eligible products.

Employer Plans

JT Stratford offers clients comprehensive employer benefits consulting services including group health, dental, disability, life and supplemental insurance coverage.  We help expedite the process of quoting, plan design, negotiations, implementation, and enrollment as well as administration of all insurance products.

In addition, JT Stratford provides sophisticated retirement programs for the corporate, professional and governmental markets.  We specialize in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, and profit sharing arrangements.

We can act as an independent investment manager under ERISA(3)(38) that specifically accepts its fiduciary status and discretion – in writing.  Under this delegation, you, the plan sponsor, will not be under any obligation to invest or manage any assets of the plan that the investment manager is responsible for investing.

Join JT Stratford

New to the industry? Want to learn more about career opportunities? From proven training and state-of-the-art technology to innovative resources, JT Stratford provides the tools that enable you to get established and reach your full potential.

And for established professionals, we offer an entrepreneurial culture to strengthen and grow your business. Whether you want to join a branch, start your own office, transition your practice or implement a change of control, JT Stratford can help you reach your next level of performance.

Click on the Learn More icon below to see how we can help you.

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