Insights

Growth and scale STRENGTH: Revenue range of 50M-100M and a mid-sized team (11-50 employees) indicate potential for high-value wealth management services, scalable investment solutions, and expanded advisory capacity to support more complex client needs.

Strategic investments OPPORTUNITY: Recent stake acquisitions in Amgen and Cincinnati Financial show active portfolio building and exposure to large-cap and sector-specific assets, suggesting a client base that values diversified, risk-managed equity exposure appealing to institutions and high-net-worth individuals.

Southeast focus MARKET targeting: Described as a premier Southeast firm with over 20 years of experience implies opportunities to partner on regional market education programs, co-branded workshops, and tailored regional retirement or executive benefit solutions.

Digital readiness TECH ACCESS: Tech stack includes modern web and security components (Node.js, reCAPTCHA, Bootstrap, Open Graph) enabling scalable digital onboarding, advisor portals, and compliant client interactions suitable for outreach campaigns and client portals.

Regulatory stance COMPLIANCE & TRUST: As an SEC registered investment advisory, there is a foundation of regulatory credibility that can be leveraged to approach institutional and accredited investors seeking compliant, fiduciary-driven advisory relationships.

JT Stratford Wealth Management Tech Stack

JT Stratford Wealth Management uses 8 technology products and services including Amazon S3, Joomla, LottieFiles, and more. Explore JT Stratford Wealth Management's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Joomla
    Content Management System
  • LottieFiles
    Design
  • Font Awesome
    Font Scripts
  • PHP
    Programming Languages
  • Site24x7
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players

JT Stratford Wealth Management's Email Address Formats

JT Stratford Wealth Management uses at least 1 format(s):
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of July 2026, JT Stratford Wealth Management's annual revenue is estimated to be $50M - $100M.

What is JT Stratford Wealth Management's NAICS code?

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

How many employees does JT Stratford Wealth Management have currently?

Minus sign iconPlus sign icon
As of July 2026, JT Stratford Wealth Management has approximately 24 employees across 2 continents, including North AmericaEurope. Key team members include Chief Equity Strategist: G. L.Chief Equity Strategist: M. P.Managing Director: G. A.. Explore JT Stratford Wealth Management's employee directory with LeadIQ.

What industry does JT Stratford Wealth Management belong to?

Minus sign iconPlus sign icon
JT Stratford Wealth Management operates in the Investment Management industry.

What technology does JT Stratford Wealth Management use?

Minus sign iconPlus sign icon
JT Stratford Wealth Management's tech stack includes Amazon S3JoomlaLottieFilesFont AwesomePHPSite24x7BootstrapYouTube.

What is JT Stratford Wealth Management's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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

Section iconFunding & Financials

  • $50M - $100M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.