Gregory C. Wilson

JT STRATFORD

BRASELTON, GA 30517

Some features on this profile are disabled

CRD#: 2708449

Professional summary

Gregory Counts Wilson, AIF® is a registered financial advisor currently at JT STRATFORD, LLC located in Braselton, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-SFS FINANCIAL INC.; NON-INVESTMENT RELATED; BRASELTON, GA; HOLDING COMPANY/LICENSED INSURANCE AGENCY; OWNER; 11/2000; 0 HR/MO; 0 HR/MO DURING TRADING; NONE. 2-BENEFIT RESOURCES LLC; NON INVESTMENT-RELATED; BRASELTON, GA; INSURANCE; OWNER; 11/2015; 40 HRS/MONTH; 1 HR DURING TRADING; GROUP EMPLOYER BENEFITS, LIFE INSURANCE. 3-SFS Financial,Inc; not investment related; Braselton,GA; rent warehouse; leaser; 10/2016; 0 hrs/month; 0 hrs during trading; leaser

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Counts Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 22, 2011 - Present

JT STRATFORD, LLC

Office #1: 935 Highway 124 Suite 207, Braselton, GA 30517

RIA

CRD#: 155629

BRASELTON, GA

Past

January 8, 2009 - November 2, 2011

TRIAD ADVISORS LLC

RIA

CRD#: 25803

Braselton, GA

Past

August 11, 2005 - December 31, 2008

J.T. STRATFORD ADVISORS, LLC

RIA

CRD#: 135447

GAINESVILLE, GA

Past

February 17, 2005 - October 7, 2005

TRIAD ADVISORS LLC

RIA

CRD#: 25803

Braselton, GA

Past

February 17, 2005 - December 31, 2018

TRIAD ADVISORS LLC

CRD#: 25803

Braselton, GA

Past

April 17, 2003 - February 23, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

GAINESVILLE, GA

Past

December 5, 2001 - February 23, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

July 9, 1998 - December 6, 2001

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

July 23, 1997 - July 27, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

February 3, 1997 - July 30, 1997

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

May 10, 1996 - July 28, 1997

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JT STRATFORD, LLC

ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC

CRD#: 155629 / SEC#: 801-101474

RIA

Registered Investment Advisory firm - (7/22/2015 Approved)

Florida

Registered Investment Advisory firm - (9/8/2015 Terminated)

Georgia

Registered Investment Advisory firm - (9/15/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (9/8/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/22/2011)

IAR

North Carolina
(5/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/9/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JT STRATFORD, LLC

ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC

CRD#: 155629 / SEC#: 801-101474

RIA

Registered Investment Advisory firm - (7/22/2015 Approved)

Florida

Registered Investment Advisory firm - (9/8/2015 Terminated)

Georgia

Registered Investment Advisory firm - (9/15/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (9/8/2015 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

311 Green Street Suite 100, Gainesville, GA 30501

Mailing Address

P.o. Box 5966, Gainesville, GA 30504

Phone number

(770) 534-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JT STRATFORD 2025 ANNUAL AMENDED FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,552
AUM (Assets Under Management)	$ 814,917,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Ralph Brooks

KINGSVIEW WEALTH MANAGEMENT, LLC

IAR

BRASELTON, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Counts Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

J.T. STRATFORD ADVISORS, LLC

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

WMA SECURITIES, INC.

IFG NETWORK SECURITIES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

JT STRATFORD, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2002

Series 63

Date: 4/29/1996

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2007

Series 6

Date: 5/9/1996

Current Firm

JT STRATFORD, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JT STRATFORD, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors