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Jemimah S

Series 65

Fort Worth, TX

JOS Planning

Jemimah Stratford is a financial advisor at JOS Planning with a Series 65 credential and two years of industry experience. Her prior work includes positions at First Pacific Financial, North Carolina Central University, Texas Tech, Macy’s, and Bank of America. JOS Planning Firm LLC offers fee-only financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, estates, and trusts. The firm utilizes third-party advisers and a turn-key asset management platform focused on asset allocation, passive investments, and Modern Portfolio Theory, with options for ESG criteria and charitable gift planning.

Charitable giving & philanthropy Cash flow / budgeting Business ownership considerations Retirement withdrawal strategies ESG / Sustainable investing Professional Athlete Founder/Business Owner Values-based investing
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