Edwin
Robins

Jt Stratford, LLC

CRD#1467158
Investment Advisor
in Winston Salem, NC

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About this Advisor

Edwin Robins is a chartered financial consultant based in Winston Salem, North Carolina with 8 years of industry experience. Robins is currently employed by Jt Stratford, LLC. The advisor has gained experience at Colhoun, Robins, Davenport & Company, LLC, Triad Advisors, Inc, Durham Coca-Cola Bottling Company, Crd Properties, LLC, Fiduciary Capital Stratford, LLC and Silver Oak Securities, Inc. Robins maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and North Carolina. Jt Stratford, LLC is an advisory company that has its headquarters in Gainesville, GA. The company has offices in three locations and a total of 13 advisors. It administers $511 million in assets across its 2,118 customer accounts, making it one of the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,118 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Jt Stratford, LLC provides a number of services, such as 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. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Jt Stratford, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

8 years

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

505 Olive Street
Winston Salem, NC 27103

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Jt Stratford, LLC Brokerage Details

Total Assets Under Management

$510,585,427

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

13

NC Average: 58
Total Number of Accounts

2,118

NC Average: 1,608
Average Account Size

$241,070

NC 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

Edwin Robins Work History

Edwin has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Fiduciary Capital Stratford, LLC

1999 - Present (25 years)

Crd Properties, LLC

1998 - Present (26 years)

Durham Coca-Cola Bottling Company

1996 - Present (28 years)

Colhoun, Robins, Davenport & Company, LLC

2021 - 2021 (< 1 year)

Silver Oak Securities, Inc

1998 - 2021 (23 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edwin Robins 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

Amanda Bruner
Gainesville, GA
Carter Lievens
Winston Salem, NC
James Eggers
Gainesville, GA
Mark Gibbs
Gainesville, GA
Gregory Wilson
Braselton, GA
Bryan Hogan
Gainesville, GA
Gary Klaric
Gainesville, GA
Dwayne Ferguson
Gainesville, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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