Advisor at AdaptFirst Investments 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
AdaptFirst Investments LLC
Location
Kernersville, NC
Credentials
Series 65
Industry experience
2 years
Jared Gibbs is a financial advisor at AdaptFirst Investments LLC with two years of industry experience. He holds a Series 65 designation and previously worked at American Federal Mortgage as a Mortgage Loan Officer, where he assisted borrowers with loan applications and financial document analysis. AdaptFirst Investments serves individuals and small businesses by providing portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.
Based on AdaptFirst Investments LLC
Project Based Financial Planning: Fixed fee between $500 and $2,000 (negotiable).
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,000+: 0.75%
Some advisors receive commissions from sale of insurance or securities products, presenting conflict of interest.
CFO Service Fees: $200 to $300 per hour; Other hourly consulting fees start at $200 per hour.
CIO Subscription Services: typically $700 per month; Financial Coaching/Budget Boot Camp: $810 annually for individuals, $1110 for couples billed monthly in arrears; Bookkeeping Service Fees range from $500 to $4,000 per month; Tax Preparation Fees range from $250 to $5,000 per engagement.
Kernersville, NC
Florida · North Carolina · Texas
Adaptfirst Investments, LLC
2024 - Present (2 years)
American Federal Mortgage
2021 - Present (5 years)
Blakely Financial
2021 - 2021 (1 year)
Adaptfirst Investments, LLC
2020 - 2021 (1 year)
Student
2014 - 2020 (6 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 65
Winston Salem, NC
Wrenn House Investments LLC
CFP®, Series 66
Oak Ridge, NC
Parabla, LLC
Series 63, Series 65
Winston Salem, NC
Darda Financial
CFP®, Series 65
Jamestown, NC
Favored Financial Planning
CFP®, Series 63, Series 65
Greensboro, NC
TCS Financial Services, Inc.
Series 66
Jamestown, NC
Legacy One Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")