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JT STRATFORD, LLC

GAINESVILLE, GA · CRD 155629 · IAPD ↗ · 770-534-6046

$1.01BRegulatory AUM
18Advisory reps
18Employees
8Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — JT STRATFORD, LLC grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — JT STRATFORD, LLC crossed $1B in regulatory AUM ($814.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — JT STRATFORD, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — JT STRATFORD, LLC reported RAUM up 26% ($644.9M -> $814.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — JT STRATFORD, LLC reported RAUM up 26% ($510.6M -> $644.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.