Advisor at Axient Investment Advisors LLC
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Firm
Axient Investment Advisors LLC
Location
Florence, AL 35630
Credentials
Series 63, Series 65
Industry experience
2 years
Jacob Adams is an investment advisor representative at Axient Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at StoneX Securities Inc and Cambridge Investment Research, Inc. Adams is also involved with Eagle Creek Wealth Management as a financial advisor. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers proprietary equity-focused model portfolios and third-party money manager programs, along with ERISA consulting and educational seminars.
Based on Axient Investment Advisors LLC
Based on Axient Investment Advisors LLC
Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000
Negotiable up to 2.00% annually (1.50% for annuity allocations)
Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.
Up to $500/hour for Financial Planning and Consulting services
Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate
454 N Pine St
Florence, AL 35630
Alabama
StoneX Securities Inc
2024 - Present (2 years)
StoneX Advisors Inc
2024 - 2026 (2 years)
Cambridge Investment Research Advisors
2023 - 2024 (1 year)
Cambridge Investment Research, Inc.
2022 - 2024 (2 years)
Lighthouse Financial Advisors, LLC
2022 - 2024 (2 years)
Unemployed/College
2021 - 2022 (1 year)
Lighthouse Financial Advisors, LLC
2021 - 2021 (1 year)
Unemployed/College
2020 - 2021 (1 year)
Lighthouse Financial Advisors, LLC
2020 - 2020 (1 year)
Unemployed/ College
2019 - 2020 (1 year)
Cambridge Investment Research, Inc.
2019 - 2024 (5 years)
Lighthouse Financial Advisors, LLC
2019 - 2019 (1 year)
Unemployed/ College
2017 - 2019 (2 years)
Snowy Rolls
2017 - 2017 (1 year)
Unemployed/ In School
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Florence, AL
Axient Investment Advisors LLC
Series 63, Series 66
Florence, AL
Money Concepts Capital Corp
Series 65, Series 66
Florence, AL
AlphaStar Capital Management
Series 65
Florence, AL
AlphaStar Capital Management
Series 65
Florence, AL
AlphaStar Capital Management
Series 63, Series 65
Florence, AL
Transamerica Financial Advisors
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