Advisor at Opportunity Investment Group, 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
Opportunity Investment Group, LLC
Location
Smyrna, GA
Credentials
Series 63, Series 65
Industry experience
28 years
Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.
Based on Opportunity Investment Group, LLC
$0 - $5,000,000: 2.00% Over $5,000,000+: 1.50%
Account minimum: $50,000
Smyrna, GA
Georgia · North Dakota · Oregon · South Carolina · South Dakota · Texas
Opportunity Investment Group, LLC
2024 - Present (2 years)
Carnivore Trading
2021 - 2024 (3 years)
MORGAN STANLEY SMITH BARNEY llc
2021 - 2021 (1 year)
Jpmorgan Chase Bank, N.A.
2010 - 2021 (11 years)
J.P Morgan Securities Inc.
2009 - 2021 (12 years)
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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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