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
Mooresville, NC 28117
Credentials
Series 65
Industry experience
13 years
Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.
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
106 Langtree Village Drive, Suite 301
Mooresville, NC 28117
California · North Carolina · Oklahoma · Pennsylvania · Texas · Washington
Jarrod Adams Investing, LLC
2012 - Present (14 years)
Jarrod Adams Trading, LLC
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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Evergreen Wealth Services
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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