Jack
Pritchard

Jt Stratford, LLC

CRD#7842068
Investment Advisor
in Gainesville, GA

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About this Advisor

Jack Pritchard is a financial advisor based in Gainesville, Georgia, working with Jt Stratford, LLC. Jack has previously held positions at Jt Stratford, LLC, Veeva Systems, Peachtree Date, Grapevine's Italian Restaurant, Top Dawg Moving, Vector Marketing (Cutco), University of North Georgia, and Fellowship Christian School. Jack has passed the Series 65 regulatory exam and is registered to provide services in Georgia and North Carolina. Currently, Jack is part of Jt Stratford, LLC, which operates out of Gainesville, Georgia. The firm has 3 offices and 14 employees. The firm manages assets totaling $644.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Jt Stratford, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

311 Green Street Suite 100
Gainesville, GA 30501

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Jt Stratford, LLC Brokerage Details

Total Assets Under Management

$644,851,069

GA Average: $3,570,121,308
Total Number of Employees

14

GA Average: 58
Total Number of Accounts

2,279

GA Average: 1,608
Average Account Size

$282,954

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jack Pritchard Work History

2023 - Present (1 year)

Jt Stratford, LLC

2023 - 2023 (< 1 year)

Veeva Systems

2022 - 2023 (1 year)

Grapevine'S Italian Restaurant

2021 - 2022 (1 year)

Peachtree Date

2019 - 2020 (1 year)

Top Dawg Moving

2018 - 2021 (3 years)

Grapevine'S Italian Restaurant

2017 - 2017 (< 1 year)

Vector Marketing (Cutco)

2017 - 2021 (4 years)

University Of North Georgia

2014 - 2017 (3 years)

Fellowship Christian School

Disclosures

Please visit the SEC profile of Jack Pritchard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jt Stratford, LLC

Jack Pritchard
Gainesville, GA
Amanda Bruner
Gainesville, GA
Carter Lievens
Winston Salem, NC
James Eggers
Gainesville, GA
Mark Gibbs
Gainesville, GA
Travis Echols
Cumming, GA
Gregory Wilson
Braselton, GA
Bryan Hogan
Gainesville, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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