.svg)
.svg)
Join Our Team of Financial Professionals
Explore the opportunities at JT Stratford, where we foster a collaborative environment dedicated to excellence in financial advisory services.
.avif)
.svg)
.svg)
.svg)
.avif)
Empowering Advisors for Success
At JT Stratford, we pride ourselves on our team’s expertise and commitment to providing personalized, top-notch financial services. Our collaborative approach ensures that each advisor thrives, supported by our comprehensive resources and innovative solutions.
All of the Tools and Support for Success – without the limits.
Build Enterprise Value
JT Stratford boosts enterprise value by creating processes for seamless succession. We address key issues like aging clients or declining assets and stand ready as your firm’s ideal successor, ensuring your legacy endures.
.svg)
Advisor Focused
Be in business for yourself, but not by yourself. We focus on your success, whether you’re aiming for growth or seeking flexibility. Growth advisors see a 27% increase in assets within 18 months, while lifestyle advisors enjoy the freedom and resources to maintain their success.
Thought Leaders
JT Stratford is a team of professionals united by a mission: helping clients achieve ‘A Better Return on Life.’ Our collaboration among Chartered Financial Analysts, Certified Financial Planners, and CPAs ensures a seamless and successful client experience.
Simplify Responsibilities
As advisors, you are likely involved in total practice management. JT Stratford simplifies your professional life with customized solutions. We handle compliance, operations, and succession planning, acting as your business partner, not your boss!
Technology Driven
We provide superior technology platforms to our clients and advisors. We partner with innovative fintech firms to build processes that enhance and support the advisor-client experience.
JT Stratford’s Experience Drives Better Results
Build a Friendship
The process begins with a conversation about your legacy and what makes you successful. You are interviewing us, just as much as we are interviewing you. Using an objective approach we provide insights, feedback or recommendations for changes with your goals in mind.
.svg)
Develop a Plan
Our knowledge helps us take a consultancy approach in order to establish a plan to build upon your success. We work collaboratively to consider all the unique aspects of your firm. Our team works with you to develop a plan that combines our processes with your goals.
.avif)
Integration
This is where our experience pays off. Our team of professionals guides and directs your firm through the transition process. We provide support and training to you and your staff to ensure a seamless transition
Key
Points
Guidance
Process
Onboard
These testimonials reflects the personal opinions and experiences of the specific Financial Professional and may not be representative of the experiences of other Financial Professionals. The testimonial is not a guarantee of future experiences or success. The Financial Professional did not receive any compensation or material incentive for providing this testimonial.
.svg)
.svg)
Our Success in Numbers
.svg)
Why JT Stratford?
Bring new life to your practice. Be a part of a winning team. Leverage additional resources. Gain access to thought leadership and support staff to grow your practice. JT Stratford’s winning tradition breeds advisor success. Much of our legacy is cemented in defining independence for advisors looking for a change.
What does it mean for me?
Each transition brings new opportunity. JT Stratford gives you the ability to access innovative financial technology solutions. We take a consultancy approach to our partnerships — we can serve as additional support, provide objective advice or be a catalyst for change.
How does this affect my clients?
The effect is overwhelmingly positive. Increased efficiency through the establishment of workflow processes makes for a more satisfied client. JT Stratford’s access to Schwab’s Elite Custodial Team saves time and delivers results expediently.
Am I a Fit?
JT Stratford is not one person — but a multi-advisor team-based firm with shared values, ideas and processes. We partner with a select few of advisors each year who want to be a part of the future of investment advisory. If you want to “be in business for yourself, not by yourself,” JT Stratford serves as the optimal solution for you
Start Your Journeywith JT Stratford
Contact us to schedule a consultation and learn how we can help you achieve your financial objectives.
.svg)
Real Stories, Real Success
Having the JTS Team in my corner has allowed me to spend more of my time and energy delivering value to clients and enjoying the resultant business growth.
Travis Echols, CRPC®, CSA®
Managing Director
After a 20+ year relationship, I can say that JT Stratford nurtures an environment for independent thought and growth while providing leadership and regulatory support.
Gregory C. Wilson, AIF®, CIS™
Managing Director
This has been the home that I have been searching for my entire career. With access to professional support staff, competitive portfolios and the best industry software, I have been armed with the necessary tools to help my clients live their best life by executing their financial plans. JT Stratford is the ideal RIA firm for the advisor that cares about people.
Jimmy Eggers, CPA, PFS
Investment Advisor Representative