Jason AdamsCRD Number: 5174590
Current Firm: Tripletail Wealth Management
Jason Adams (CRD# 5174590) is an Investment Advisor Representative working at Tripletail Wealth Management in Orlando, FL and has over 15 years of experience in the finance industry. Jason Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Securian Financial Services, Inc.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2022 - Current||< 1|
|Tripletail Wealth Management||Orlando, FL||Nov 2019 - Current||2|
|Woodbury Financial Services Inc.||Orlando, FL||Nov 2019 - Mar 2022||2|
|Woodbury Financial Services||Orlando, FL||Nov 2019 - Mar 2022||2|
|Regions Bank||Orlando, FL||May 2013 - Nov 2019||6|
|Cetera Investment Services LLC||St. Cloud, MN||May 2016 - Feb 2019||2|
|Cetera Investment Advisers LLC||Orlando, FL||May 2016 - Feb 2019||2|
|Cetera Investment Advisors LLC||Saint Cloud, MN||Jan 2014 - Dec 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Jun 2013 - Dec 2014||1|
|Suntrust Bank||Winter Park, FL||Jul 2011 - Apr 2013||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management70MILLIONS
Total Number of Accounts59ACCOUNTS
Average Account Value$1,186,441
- A percentage of assets under your management
- 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
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