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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2011
- Office Locations
- 5
Office Locations
About JT Stratford, LLC
JT Stratford is a Georgia-based regional wealth management firm founded in 1995, delivering holistic financial planning, strategic tax planning, and personalized wealth management. The team emphasizes a disciplined, long-term investment approach and portfolio construction using public funds and ETFs, and works with major custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Dwayne Todd Ferguson
Managing Member, President
- CRD
- #2957742
- Ownership
- 75% or more
AMANDA SIKES BRUNER
Chief Compliance Officer
- CRD
- #6323709
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES ANTHONY DAVENPORT
Financial Advisor, Managing Director
- CRD
- #2200818
JAMES RYAN DAVENPORT
Financial Advisor, Managing Director
- CRD
- #6334449
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,014,208,543 | $371,233 |
| Non-Discretionary | $37,022 | $18,511 |
| Total | $1,014,245,565 | $370,975 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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