$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- WaveVector matrix +more
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About JT Wealth Management
JT Wealth Management is a planning-led advisory focused on life sciences and technology professionals (over 70% of clients) and retirees. Led by financial advisor Joshua D. Tirado, the firm builds personalized financial and investment strategies for goal planning, retirement income replacement, and legacy planning, drawing on 25+ years navigating challenging market conditions. Custodies with Interactive Brokers.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$557.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Unlock to compare peer behavior around vertex timber.
Request access to benchmark trends tied to momentum quantum.
Full visibility includes strategy notes for unison unison unison.
See the complete signal summary connected to quantum.
Upgrade to reveal position-level detail across frontier matrix.
Premium access reveals conviction themes in ridge eagle.
Upgrade to reveal position-level detail across north crest.
Upgrade to reveal position-level detail across summit glacier.
Asset Classes
Harbor beacon
Custodian
Legacy momentum Capital bridge Signal Optima
Investment Themes
Summit foundation Eagle Value crest
Investment Vehicles
Wave ember
Services
Oak Prime Vector Quantum element Pioneer Prime legacy
Technology
Focus Frontier Crest north
Owner & Executives
J
JASON HOWARD THOMAS
Registered Investment Advisor
- CRD
- #5539296
- Ownership
- 75% or more
(797) 558-6949
alpha.atlas@timbercapital.com
in linkedin.com/in/unison-prime
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,599,202 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,599,202 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,599,202
Equity - Exchange:
11.6% Cash:
27.0% Derivatives:
22.5% U.S. Government/Agency:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $490,156,851 | 11.6% |
| Cash | $1,140,882,325 | 27.0% |
| Derivatives | $950,735,271 | 22.5% |
| U.S. Government/Agency | $1,643,715,645 | 38.9% |
| Total | $4,225,490,092 | 100.0% |