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A BETTER RETURN ON LIFEbegins with us

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JT Stratford is one of the premier investment management and financial planning firms in the Southeast.

Since our founding in 1995, we have established a reputation of having a deep knowledge base, a disciplined investment approach and one of complete trust. We deliver value to our clients through innovative thinking, sophisticated solutions and old fashioned hard work. We are a trusted advisor in all financial matters to our clients. JT Stratford is not one person. It is a team of experienced professionals that have the education and skill sets to deliver the results that our clients deserve.  

Who We Are

To walk alongside our clients in order to help them achieve a “better return on life”.

We listen, educate and help make decisions that can make life easier and give them peace of mind.

To provide customized investment management and financial planning solutions that turn goals into realities.

 Our focused approach and technology platforms allow us to take a collaborative view and tailor a portfolio and plan specific to your needs.

What We Do

Our Approach to Financial Planning

At JT Stratford, we work with you to construct a financial plan customized to meet your needs, goals and take control of your financial life.  Our advisors listen, educate and help you make decisions based on your objectives.  Having a financial plan in place can provide peace of mind and allow you to focus on a better return on life.

Financial Planning Services:


  • Goal Setting
  • Investment Analysis
  • Risk Analysis
  • Cash Flow Analysis
  • Estate Planning
  • Education Planning
  • Insurance Planning
  • Tax Planning



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Our Approach to Investment Management

At JT Stratford, unlike other major financial institutions, we do not have an “investment policy” that all clients must somehow fit into. We supply the sound intellectual framework, emotional discipline and analytical tools to manage your assets to achieve your financial objectives.

We believe that we best serve our clients’ interest by adhering to a well-disciplined, long term investment program that focuses on steady growth.

Wealth Management Services:


  • Growth Strategies
  • Income Strategies
  • Wealth Preservation Strategies
  • Portfolio Design
  • Asset Allocation
  • Multi-Generational Strategies

 


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Our Approach to Employee Benefits

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.

Our expertise in insurance, flexible spending accounts, and more, is manifested in our ability to solve complex problems, and provide solutions that are beneficial to both the employer and employee at the best pricing available. We’re your strategic partner - searching for, and administering, an effective, high-quality benefits program that fits your needs.

At JT Stratford, we work with you as a business owner to navigate the challenge of providing a competitive and comprehensive employee benefits package. Our tailored solutions can help your company attract and retain employees, while also managing costs.

Employee Benefits Services:


  • 401(k), 403(b), 401(a) and Section 457 Deferred Compensation Plans
  • SIMPLE IRA Plans
  • Group Medical Insurance Plans
  • Vision and Dental Plans
  • Life Insurance (Group and Individual)
  • Disability Insurance (Group and Individual)

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Our Team

D. Todd Ferguson, AIFA® Photo

D. Todd Ferguson, AIFA®

Chief Executive Officer
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D. Todd Ferguson, AIFA®

Chief Executive Officer


   


D. Todd Ferguson is the Chief Executive Officer of JT Stratford. Todd entered the investment and insurance industry in 1995, and currently holds the AIFA® designation as an Accredited Investment Fiduciary Analyst. Accredited Investment Fiduciary Analyst™ designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.

He specializes in wealth management for high-net-worth individuals, corporate retirement plans, physicians and their practices. He also has extensive experience and expertise in fixed-income portfolio management.

Todd was awarded the Five Star Wealth Manager award by Five Star Professional. Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

He and his wife reside in Gainesville, Georgia, with their son. He is a member of the Financial Planning Association, Financial Services Institute and the Rotary Club of Gainesville.  He is a past chairman of the board of directors for Rehabilitation Industries of Northeast Georgia. Todd was previously a member of the Gainesville Jaycees where he served as the 60th President and received Jaycee of the Year award.  Todd is a member of Christ Place Church where he serves as a deacon and member of the finance committee.

Todd graduated from Gainesville College and Brenau University with degrees in management and accounting respectively. He holds the following federal and state Licenses: General Securities Representative license; Uniform Securities Agent State Law license; Uniform Investment Advisor Law license; Life, Accident, Sickness and Variable Products Insurance license.

Bryan M. Hogan Photo

Bryan M. Hogan

Vice President
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Bryan M. Hogan

Vice President


   


Bryan M. Hogan is a vice president with JT Stratford. Bryan entered the investment and insurance industry in 2000 and currently focuses on employer-sponsored programs such as group insurance benefits, 401(k) plans and other tax-deferred plans. Bryan believes in the Golden Rule: “Treat People like you would like to be treated.”

Bryan graduated from Gainesville College and the University of Georgia with degrees in psychology and business administration. He currently resides in Cumming, Georgia, with his wife, Amy, and two children, Sydney and Laurie.

In his spare time, he enjoys playing golf, an occasional 5K or mud run and spending time with friends and family. Bryan is active in his community serving as a deacon and a Sunday school teacher at Salem Baptist Church in Forsyth County. Bryan is also a member of the Kiwanis Club of Gainesville.

Bryan holds the General Securities Representative license, Uniform Securities Agent State Law license, United Investment Advisor Law license, Life, Accident and Sickness license and Variable Products Insurance license.

John T. Rebol Photo

John T. Rebol

Vice President
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John T. Rebol

Vice President


   


John T. Rebol is the vice president of business development for JT Stratford. Since starting in the financial services industry in 1994, John has consistently strived to create long-term relationships with corporations, foundations, individuals and families. All good relationships are built on trust - it takes time to build a good rapport, but once you've met John, you will begin to know and trust him.

John lives in Duluth, Georgia, with his wife, Nancy, and three children: Amanda, Max and Cassidy. The most important people in John's life are his family. On weekends you will most likely find John at a tennis facility, club or university in the Southeastern United States watching one of his three children, all of whom play competitive tennis. John and the family attend St. Monica’s Catholic Church. John is also a member of Kiwanis International and is active in the Greater Hall Chamber of Commerce.

John graduated with a degree in marketing from Western Kentucky University where he received a four-year tennis scholarship and was a member of the Sigma Chi Fraternity. John is a licensed investment advisor representative (series 65) and a licensed life and health agent.

Mark E. Gibbs, CFP®, CPA® Photo

Mark E. Gibbs, CFP®, CPA®

Managing Director
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Mark E. Gibbs, CFP®, CPA®

Managing Director


   


Mark E. Gibbs is a managing director for JT Stratford. Mark specializes in providing comprehensive financial planning services for high- and middle-net-worth individuals as well as for those individuals just getting started. Providing a financial “road map” to individuals and couples is oftentimes the first step in providing the necessary tools to become a successful investor.

Mark’s experience and education have prepared him well for managing investments and providing personal financial planning advice. He spent over 13 years as a controller for Flowers Foods before opening up his own successful fee-only financial planning practice in 2004. In 2015 Mark merged his financial planning practice with JT Stratford to take advantages of the synergies both firms provide.

Mark currently resides in Buford with his wife and four children. As a husband and busy father of two boys and two girls, he’s been budgeting, saving and investing for years. He knows the challenges of funding college educations, saving for retirement, managing investments, selecting the right insurance, and developing estate plans.

Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as a Certified Public Accountant (CPA®), holds an MBA with a concentration in finance, and has a Master’s Certificate in personal financial planning, both from Georgia State University. He serves on the board of the Buford North Gwinnett Rotary club and is also a member of the Financial Planning Association (FPA) as well as the Georgia Society of CPA®’s (GSCPA®).  Mark and his family attend 12 Stone Church in Buford, Georgia, and in his free time, Mark likes to travel, spend time at the beach and attend his kids' sporting events.

M. Edwin Martin III Photo

M. Edwin Martin III

Research Analyst
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M. Edwin Martin III

Research Analyst


   


M. Edwin Martin III is a Research Analyst at JT Stratford. He works closely with the Investment Committee and is responsible for conducting due diligence and in-depth fundamental analysis on current and potential security holdings, quarterly performance updates on the portfolios, and completing various special projects.

Edwin joined JT Stratford as an intern in October 2014 and started full-time with the firm in June 2015. Additionally, Edwin served 8 years in the U.S. Marine Reserves, attaining the rank of Sergeant and holding the billet of Infantry Squad Leader before being honorably discharged in October 2015.

Edwin graduated from the University of North Georgia with a BBA in Finance and was a founding member of the Student Investment Club.

He currently resides in Cumming, GA with his wife. He and his family attend Gracepoint Baptist Church in Alpharetta, GA and Calvary Way Baptist Church in Ellijay, GA, where his father is the pastor. In his spare time, he enjoys watching Georgia Bulldogs football, shooting sports, travel, and spending time with his friends and family.

Amanda S. Bruner Photo

Amanda S. Bruner

Operations Manager
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Amanda S. Bruner

Operations Manager


   


Amanda S. Bruner is the operations manager for JT Stratford. Amanda joined JT Stratford in January 2014 and manages the daily operations of the firm. As operations manager, Amanda maintains high standards of customer service and administrative support. During the asset transfer process, she ensures timely communication between custodians and accurate accounting of transferred assets. Amanda graduated from Georgia Southern University with a Bachelor of Business Administration degree in finance.

Amanda is originally from Augusta, Georgia, but now resides in Gainesville with her husband Nicholas. She is a member of the Junior League of Gainesville-Hall Country, The United Way’s Young Leader’s Society, and Gainesville First United Methodist Church. In her spare time she enjoys traveling, braves games, and spending time with her husband and their two dogs.

Lindsey K. Sikes Photo

Lindsey K. Sikes

Client Relations Specialist
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Lindsey K. Sikes

Client Relations SpecialisT




Lindsey K. Sikes is the client relations specialist for JT Stratford. Lindsey joined the company in January of 2015 and is responsible for fostering client relationships and ensuring client satisfaction. In addition, she facilitates the onboarding process for new clients and fields general questions regarding technology, account information and advisor referrals for existing clients.

Lindsey relocated to Gainesville, Georgia, from her hometown of Augusta, Georgia. She holds a Bachelor of Business Administration degree in management from the University of Georgia. She is a member of the Gainesville-Hall County Junior League. In her spare time, she enjoys spending time with friends, family, and her golden retriever Zoe, as well as attending UGA football games, listening to live music and traveling.

Ed L. Robins ChFC®, CLU® Photo

Ed L. Robins ChFC®, CLU®

Managing Principal
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Ed L. Robins ChFC®, CLU®

Managing Principal


   


Ed L. Robins is a Managing Principal in JT Stratford’s Winston-Salem, North Carolina, office.  He specializes in comprehensive financial planning with an emphasis on asset management, Retirement Planning and Insurance Planning.

Ed entered the financial services industry in 1981. Early on, he developed an interest in and passion for serving a client’s total needs through financial planning. As a result, his focus has been on helping clients achieve a lifetime of goals. Maintaining a long-term trusted relationship is his goal for every client relationship.

A native of Winston-Salem, Ed is a graduate of the University of North Carolina at Chapel Hill. He earned both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is a member of the Society of Financial Services Professionals and the Financial Services Institute.

Ed was a partner in Colhoun, Robins, Davenport from 1997 until the recent merger with JT Stratford.

Ed has been married for 32 years and has two daughters. He is an active member of St. Paul’s Episcopal Church in Winston-Salem serving in numerous leadership positions. He has volunteered and served on the boards of several community organizations, as well as his daughters’ schools. He enjoys traveling and relaxing with his family, sports, and most forms of exercise, especially running.

Ed holds life and health insurance licenses and series 7, 63, and 65 securities licenses.

James Davenport Photo

James Davenport

Managing Principal
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James Davenport

Managing Principal



James Davenport is a managing principal in JT Stratford’s Winston-Salem, North Carolina, office. He has been employed in the financial services industry since 1987 and has focused his efforts – and his education – on providing comprehensive financial planning, on a fee basis, to his clients. He is an active portfolio manager for individual investor’s accounts, and he has become a specialist in the area of alternative investments.

James is also an insurance specialist focusing on the areas of life insurance, long-term care insurance and disability Insurance. In addition, he actively helps companies manage their retirement plans, and prides himself on providing extensive education to the participants and hands-on support to the plan sponsors.

James has built his practice on several fundamental principles:

(1) The client’s goals and objectives, time horizon and risk tolerance must be reviewed and discussed when making any type of financial decision.

(2) Any advice provided is always focused on doing what is in the client’s best interest.

(3) Utilizing good “common sense” is the number one objective when developing any recommendation for meeting client goals and objectives.

(4) Education is essential in any advisor-client relationship. With the proper amount of discussion and client education, most individuals can feel good about making sound financial decisions. Being educated and understanding the pertinent facts about any financial decision is critical to making the right financial decisions! If you can’t get your arms around a concept, procedure or financial product – walk away from it! James is determined to make certain that his clients feel comfortable with any financial decisions they make.

(5) Ongoing communication and face-to-face meetings are necessary for maintaining a healthy and productive advisor-client relationship. James believes in communicating with his clients on a regular basis and is committed to meeting with his clients, face-to-face – at least on an annual basis. This type of advisor-client relationship helps ensure that everyone is “on the same page” and focused on meeting the clients’ goals and objectives.

James was a partner in Colhoun, Robins, Davenport from 1997 until the recent merger with JT Stratford. He has been married for 30 years to his beautiful wife and has two wonderful adult children.

Edward D. Colhoun, IV, ChFC®, CASL® Photo

Edward D. Colhoun, IV, ChFC®, CASL®

Managing Director
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Edward D. Colhoun, IV, ChFC®, CASL®

Managing Director



Ed D. Colhoun is a managing director in JT Stratford’s Winston-Salem, North Carolina, office. Ed specializes in advising individuals on investments and insurance, and advising employers on group benefit plans. In his thirty plus years of assisting clients, he has always remained a servant to his client’s issues and views service as the mainstay for this continued success.

Ed was a partner in Colhoun, Robins, Davenport from 1997 until the recent merger with JT Stratford. Then, as now, Ed enlists his partners’ expertise to ensure each client receives the best solutions. “Because our practice requires a wide array of knowledge to advise our diverse clientele, we are able to rely on each partner’s specific areas of expertise and attempt to bring into focus a future for our clients.”

Ed holds numerous industry designations such as ChFC (Chartered Financial Consultant) and CASL (Chartered Advisor for Senior Living), along with insurance licenses (life & health), and securities registrations (series 6, 63, 65, & 7).

Ed’s family has and continues to provide the backbone for his life. He lives with his wife of 32 years in Winston-Salem, North Carolina. His three adult children are expanding their horizons in medicine, physical therapy and teaching, although vacations and holidays always find the growing family reunited and enjoying each other’s company. He remains active in his community and church serving on various boards and volunteering in organizations. During what free time he has, Ed enjoys tennis, fishing and hunting.

Client Access



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Contact Us

For information on "What We Do", you can contact us by phone, email, or secure form below.
If you have an account with us and would like to speak by phone,
our office locations are listed below. 

Toll Free

877-992-5100

Our Locations


Gainesville, Georgia

211 Forrest Ave
Gainesville, Georgia 30501
P: 770-534-6046
F: 770-534-4266

Sugar Hill, Georgia

1400 Buford Hwy, Suite F5
Sugar Hill, Georgia 30518
P: 770-831-8652
F: 770-534-4266
*RIA Only

Winston Salem, North Carolina

505 Olive Street
Winston Salem, North Carolina 27103
P: 336-765-7595
F: 336-765-8399

Braselton, Georgia

935 Highway 124, Suite 207
Braselton, Georgia 30517
P: 678-456-3553
F: 678-456-3053