JT
JT
John Thompson is a registered investment advisor at Jt Stratford, LLC, based in Gainesville, GA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,176 clients
Average Client Portfolio
$693K average
Assets Under Management
$814.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
311 Green Street, Suite 100, Gainesville, GA, 30501
Get directionsHistory
Regulatory History (1)
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Criminal
February 2005Final Disposition
Employment History
Current Registrations
Jt Stratford, LLC
October 2025 - Present · 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2008 - July 2025 · 17 yrs 6 mos
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.