JTNC Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JTNC Wealth Advisors is a state-registered investment adviser that offers discretionary investment management through separately managed accounts to high‑net‑worth individuals, corporations, trusts, foundations and other entities. The firm describes a process of establishing client objectives, executing trades on behalf of SMAs, and providing periodic portfolio reviews and custodian reporting.
The firm’s investment approach centers on two fully automated, negatively correlated quantitative strategies: a relative‑value equity pair‑trading system and a trend‑following futures/commodities strategy run across multiple models. Both strategies are short‑term in orientation (strategy software makes trading decisions in less than one week) and use volatility‑adjusted position sizing, dynamic exit rules, and automated monitoring and execution infrastructure.
JTNC discloses that it uses performance‑based compensation with a high‑watermark and may negotiate sideletters, and its materials note predecessor performance — a disclosure practice that is uncommon among peers. The brochure also notes that, as of August 8, 2023, the firm reported no assets under management while operating a compact, technology‑intensive platform reliant on a small management team and co‑located execution systems, which is atypical for similarly registered managers.
Client services
Expertise
Fee options
2% annually
Performance-based fees calculated quarterly with a high-water mark; details in brochure
Account minimum: $500,000 Minimum fee: Minimum quarterly fee (specific amount not stated)
Main office
Mesa AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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