Advisor at Jarrod Adams Investing, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jarrod Adams Investing, LLC
Location
Ligonier, PA
Credentials
Series 65
Industry experience
1 year
Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.
Based on Jarrod Adams Investing, LLC
Based on Jarrod Adams Investing, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Fee-only: Wealth management fees based on tiered AUM schedule as stated; Retirement plan advisory fees up to 0.25% annually
Ligonier, PA
Pennsylvania
Jarrod Adams Investing, LLC
2024 - Present (2 years)
Northwestern Mutual
2023 - 2023 (1 year)
Laurel Valley Golf Club
2022 - 2022 (1 year)
The Pennsylvania State University
2020 - 2024 (4 years)
Ligonier Valley Country Club
2019 - 2021 (2 years)
Rolling Rock Club
2018 - 2022 (4 years)
Ligonier Valley School District
2009 - 2021 (12 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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