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JS

Jemimah O. Stratford

JOS PLANNING
AUSTIN, TX 78731
Some features on this profile are disabled
CRD#: 7345977
JS

Professional summary


Jemimah Ogake Stratford, who also goes by Jemima O. Stratford, Jemimah O. Stratford, Jemimah Stratford, is a registered financial advisor currently at JOS PLANNING located in Austin, Texas.

Jemimah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jemimah has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jemima O. Stratford | Jemimah O. Stratford | Jemimah Stratford

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jemimah Ogake Stratford's 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®
None

Experience


Current

September 27, 2024 - Present

JOS PLANNING

Office #1: 5900 Balcones Dr. Ste 100, Austin, TX 78731
RIA
CRD#: 331432
AUSTIN, TX
Past

March 12, 2021 - December 2, 2021

FIRST PACIFIC FINANCIAL, INC.

RIA
CRD#: 284736
VANCOUVER, WA

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
Texas
(9/27/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/24/2024
Uniform Investment Adviser Law Examination

Current Firm


JP
JOS PLANNING
JOS PLANNING | JOS PLANNING FIRM LLC

CRD#: 331432 / SEC#:

Texas
Registered Investment Advisory firm - (9/27/2024 Approved)
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Contact information


Main Address
5900 Balcones Dr. Ste 100, Austin, TX 78731
Mailing Address
Phone number
(817) 992-9869
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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.

Company Information


JOS PLANNING

CRD#: 331432Austin, TX 78731

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