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RIA / WealthAdvisor24 years in industry

TRAVIS GERALD ECHOLS

Advisor at JT STRATFORD, LLC

Cumming, GA | GAINESVILLE, GA

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Search this name across graphsid dfx:ria:aacbd43a-548a-dfa0-8649-daf6260d58f3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JT STRATFORD, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 12, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 12, 2002
First registration: Jan 21, 2003
Dual registered: no
IAPD individual key: 4485874

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JT STRATFORD, LLC	Independent wealth	Jun 17, 2022	n/a	yes	Cumming, GA\|GAINESVILLE, GA	Current employment
ECHOLS FINANCIAL SERVICES	n/a	Oct 7, 2005	Nov 13, 2023	no	CUMMING, GA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jun 8, 2004	Nov 7, 2005	no	CUMMING, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 17, 2003	Jan 30, 2004	no	CUMMING, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 21, 2003	Oct 15, 2003	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ECHOLS FINANCIAL SERVICES	JT STRATFORD, LLC	Nov 13, 2023	Jun 17, 2022	-514	Firm change after gap	Other
INVESTORS CAPITAL ADVISORY	ECHOLS FINANCIAL SERVICES	Nov 7, 2005	Oct 7, 2005	-31	Firm change after gap	Other
WELLS FARGO ADVISORS	INVESTORS CAPITAL ADVISORY	Jan 30, 2004	Jun 8, 2004	130	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	Oct 15, 2003	Oct 17, 2003	2	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ JT STRATFORD, LLCRegistered adviserregistration: current employment
Jun 17, 2022 to presentfactForm ADV
→ ECHOLS FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 7, 2005 to Nov 13, 2023factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jun 8, 2004 to Nov 7, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 17, 2003 to Jan 30, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 21, 2003 to Oct 15, 2003factForm ADV

Dated events

Occurred
Nov 13, 2023
Advisor changed firm
Travis Gerald Echols left Echols Financial Services for Jt Stratford, Llc (registered 2022-06-17)
Form ADVobserved 5 days ago