Winston Salem, NC Office
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JT Stratford, LLC
Team
Firm-wide stats for JT Stratford, LLC
About
JT Stratford provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, model-portfolio solutions and sub-advisory arrangements, and primarily uses a major custodian for client assets.
Advisers customize asset allocation and investment selection using a mix of fundamental, technical and charting analysis, with strategies that range from long-term buy-and-hold to more active trading including options and margin; clients also have access to alternative and private investment vehicles. The firm monitors third‑party model providers and sub-advisors as part of ongoing account reviews and has begun incorporating emerging technology (including AI tools) to support research and operational processes.
Compared with many peers, JT Stratford discloses a broader set of ancillary services and relationships: it offers access to a third‑party digital estate‑planning platform (with adviser read‑only access to client documents), several advisers maintain affiliated insurance agencies, and one adviser offers tax-preparation services through a separate firm—each disclosed as separate from advisory services. The firm also engages an external equity strategist to support portfolio analysis and provides managed-model options for employer retirement plans, features that are less common among similarly sized multi-team advisers managing over $1 billion in client assets.
Based on JT Stratford, LLC
Expertise
Based on JT Stratford, LLC
Location
505 Olive Street
Winston Salem NC 27103
Advisors at this office
3
Advisors at this office
James D
Series 65
Winston-Salem, NC
JT Stratford, LLC
James Davenport is a Series 65-licensed advisor with JT Stratford, LLC in Winston-Salem, NC, with two years of industry experience. Prior to joining JT Stratford, he worked at Coffee Park AIrstream and Twin City Hive, and he operates a sole proprietorship focused on graphic art design and the sale of online art and NFTs. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also integrates emerging technology such as AI tools in its processes.
Carter L
CFP®, Series 65
Winston Salem, NC
JT Stratford, LLC
Carter Lievens is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at JT Stratford, LLC since 2020 and has prior experience in tax services and retail. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
John T
Series 63, Series 66
Winston Salem, NC
JT Stratford, LLC
John Thompson is a financial advisor at JT Stratford, LLC in Winston Salem, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously spent 19 years with Northwestern Mutual, including roles in wealth management and investment management. Thompson is also active as an insurance sales advisor through Strategic Financial Advisors LLC. JT Stratford, LLC serves individuals, pension plans, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management alongside model-portfolio and sub-advisory solutions. The firm employs a variety of investment strategies and incorporates technology such as AI tools while providing ancillary services including estate-planning platforms and insurance agency affiliations.
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