Jake Bryant (CRD# 3086472) is an Investment Advisor Representative working at Adapt Wealth Advisors, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adapt Wealth Advisors | Atlanta, GA | Feb 2024 - Current | < 1 |
| Ameriprise Financial Services, Inc. | Atlanta, GA | Sep 2005 - Feb 2024 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- GA
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts821ACCOUNTS
-
Average Account Value$308,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA
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