Jason K. Adams
Jason Adams is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan, and joined the firm from Morgan Keegan & Co. in August of 2009. Jason has been in the industry for over 20 years. He began his career in 1992 at The Robinson Humphrey Company, assisting a team of experienced financial advisors. In 1995, he joined J.C. Bradford & Co. as a Financial Advisor and was a member of the Senior Advisory Council there. In 2000, he joined Bear Stearns & Co. as an Associate Director and built a team dedicated to corporate executive services.
Jason focuses on serving the financial needs of individuals who have experienced significant liquidity events, such as the sale of a company, and are looking for investment strategies that are designed to protect and grow their wealth. Jason has managed the assets of wealthy clients through many difficult market cycles and understands the importance of mitigating risk, while emphasizing capital appreciation. He takes time to consider each client’s situation and develop strategies and portfolios that are custom-suited to each client. Jason also manages the marketing arm for the Traynor Adams Group and works closely with the team’s private clients.
Jason holds a B.A. in History from Georgetown University. He enjoys golf, large-scale BBQ cooking, and college basketball and football. Jason, along with his wife of 20 years, dedicates his time away from the office to their son and daughter.
Registered States: AL, FL, KY, MI, NJ, OH, SC, TN, NC, PA, WA, CA, GA, LA, MS,NM, TX, WY, CO, IN,MD, MO, NY, OK, VA
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.
Investment products: Not FDIC insured • No bank guarantee • May lose value