Unclaimed Profile

James T Sartain

JTS FUND ADVISORS, LLC·WACO, Texas

Clean recordJTS FUND ADVISORS, LLC

3208 GREENLEAF DR., WACO, TX 76710-1453CRD# 6637724Firm CRD# 283677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James T Sartain · WACO, TX

Registration

CRD #6637724 · JTS FUND ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

JTS FUND ADVISORS, LLC

AUM

$152M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JTS FUND ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6637724

Firm CRD# 283677

View on FINRA BrokerCheck →

Looking for a financial advisor in WACO?

Browse all registered financial advisors in WACO, Texas or claim this profile if it's yours.

Browse WACO Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →