# JOS Planning

JOS Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://josplanning.com

## Regulatory record

- **CRD number:** 331432
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331432

## About

JOS Planning provides personalized financial planning for athletes and student-athletes. The firm empowers them with financial plans as they transition into the professional workforce, addressing the unique challenges and opportunities of careers in sports to support financial longevity. Its mission is to give athletes the knowledge and tools to make informed financial decisions so newfound wealth lasts beyond their playing years.

## Sectors

- student-athletes and professional athletes

## People

- Jemimah Stratford — lead planner and investment adviser representative

## Questions

### How does JOS Planning source proprietary deal flow?

The sourcing model is not publicly known. Without a stated strategy or known co-investor relationships, the firm's access to direct deals or fund commitments cannot be verified.

### Does JOS Planning participate in fund commitments or only direct deals?

The firm has not publicly disclosed any fund commitments, direct investments, or co-investments. Its deployment approach remains entirely opaque.

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Last updated: 2026-08-11T15:07:12.582Z

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