A complete list of active advisors currently associated with JTNC Wealth Advisors LLC
Warmer can help you find a great advisor at JTNC Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JTNC Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mesa, AZ
| 2
|
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