JT Wealth Management

Overview

JT Wealth Management is a single-advisor, fee-based wealth manager organized as a sole proprietorship that focuses on portfolio management for individuals and small businesses. The firm bills clients as a percentage of assets under management and serves a small roster of private clients and family households. Filings indicate the business is run by an individual owner and does not present itself as a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives