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James T Sartain

JTS FUND ADVISORS, LLC·WACO, Texas
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3208 GREENLEAF DR., WACO, TX 76710-1453CRD# 6637724Firm CRD# 283677
01

About

James T Sartain is a registered financial advisor based in WACO, Texas, affiliated with JTS FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JTS FUND ADVISORS, LLC
JTS FUND ADVISORS, LLC
AUM
$152M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at JTS FUND ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6637724
Firm CRD# 283677
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James T Sartain offer?
James T Sartain specializes in Retirement Planning. Contact their office in WACO, Texas for a consultation.
What are James T Sartain's credentials?
James T Sartain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James T Sartain located?
James T Sartain is based in WACO, Texas, working with JTS FUND ADVISORS, LLC. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does James T Sartain charge for services?
James T Sartain's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JTS FUND ADVISORS, LLC?
JTS FUND ADVISORS, LLC has approximately 15 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
Advisor Fees in TexasNational Fee Analysis
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