Gregory Wilson is a registered investment advisor at Jt Stratford, LLC, based in Braselton, GA, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Location
1502 Friendship Road, Suite 201, Braselton, GA, 30548
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory owns a holding company/licensed insurance agency called SFS Financial Inc. since 2000, and leases a warehouse since 2016, both requiring minimal time. Gregory also owns Benefit Resources LLC, an insurance business focused on group employer benefits and life insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Triad Advisors, INC.
J.T. Stratford Advisors, LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
Ifg Network Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.