Insights

AUM Growth Mid-sized advisory with substantial revenue and modern technology stack presents opportunity to offer scalable investment solutions, wealth planning services, and custody/administration efficiencies to grow assets under management.

Technology Leverage Existing tech footprint including Microsoft 365, web and analytics tools (Clarity, Datadog, Webflow, AWS) indicates openness to digital engagement, data analytics, and client portal enhancements—ideal for upselling client experience platforms and cybersecurity/compliance services.

Strategic Investments Recent equity stakes in Amgen and Cincinnati Financial signal active balance sheet management and umbilical ties to healthcare and diversified financial exposures—opportunity to present sector-focused research, model portfolios, and risk management solutions.

Growth Readiness Employee count and revenue range place JT Stratford in a growth phase; potential need for scalable CRM, marketing automation, regulatory/compliance support, and advisor training to enable scaling client acquisition and service delivery.

Competitive Positioning Positioning as Southeast premier financial planning and investment firm with SEC-registered advisory status creates a gateway for partnerships on enterprise-grade solutions, benchmarking, and fiduciary-grade tech integration to differentiate against larger national peers.

Similar companies to JT Stratford Wealth Management

JT Stratford Wealth Management Tech Stack

JT Stratford Wealth Management uses 8 technology products and services including Microsoft Clarity, Amazon Web Services, Unpkg, and more. Explore JT Stratford Wealth Management's tech stack below.

JT Stratford Wealth Management's Email Address Formats

JT Stratford Wealth Management uses at least 3 email formats:
JT Stratford Wealth Management Email FormatsExamplePercentage
FLast@jtstratford.comJDoe@jtstratford.com
74%
First@jtstratford.comJohn@jtstratford.com
13%
Last@jtstratford.comDoe@jtstratford.com
13%

Frequently Asked Questions

What is JT Stratford Wealth Management's phone number?

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You can contact JT Stratford Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JT Stratford Wealth Management's official website and social media links?

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JT Stratford Wealth Management's official website is jtstratford.com and has social profiles on LinkedIn.

How much revenue does JT Stratford Wealth Management generate?

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As of October 2026, JT Stratford Wealth Management's annual revenue is estimated to be $50M - $100M.

What is JT Stratford Wealth Management's NAICS code?

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JT Stratford Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does JT Stratford Wealth Management have currently?

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As of October 2026, JT Stratford Wealth Management has approximately 25 employees across 2 continents, including North America and Europe. Key team members include Chief Equity Strategist: G. L., Chief Equity Strategist: M. P. and Zaakvoerder: J. V. D. Explore JT Stratford Wealth Management's employee directory with LeadIQ.

What industry does JT Stratford Wealth Management belong to?

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JT Stratford Wealth Management operates in the Investment Management industry.

What technology does JT Stratford Wealth Management use?

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JT Stratford Wealth Management's tech stack includes Microsoft Clarity, Amazon Web Services, Unpkg, Joomla, Microsoft 365, Brevo, Webflow and Datadog.

What is JT Stratford Wealth Management's email format?

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JT Stratford Wealth Management's email format typically follows the pattern of FLast@jtstratford.com. Find more JT Stratford Wealth Management email formats with LeadIQ.

When was JT Stratford Wealth Management founded?

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JT Stratford Wealth Management was founded in 1993.
JT Stratford Wealth Management logo

JT Stratford Wealth Management

Investment ManagementGeorgia, United States11-50 Employees

JT Stratford Wealth Management is an investment management and financial planning firm based in Gainesville, Georgia. The firm operates as a registered investment adviser and provides investment management and employee benefit solutions to individuals, corporations, and institutions, aiming to support clients in planning for their financial future. With a presence in the Southeast, the company emphasizes personalized advisory services through a relatively small team, offering guidance through its advisory, research, and portfolio management capabilities.

Founded and operating in the United States, JT Stratford positions itself within the investment management industry by serving a diverse client base and maintaining regulatory registration as part of its professional framework. Recent activity notes a continued focus on expanding its investment coverage, including stakes in public companies, reflecting ongoing participation in asset management activities through its advisory subsidiary, JT Stratford, LLC.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1993
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    JT Stratford Wealth Management's revenue is estimated to be in the range of $50M - $100M

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