Jason K. Adams

Vice President

Jason joined the firm from Morgan Keegan & Co. in August of 2009. Jason has been in the industry for 19 years and began his career in 1992 as a financial advisor at J.C. Bradford & Co., 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. He manages the marketing arm for the Traynor/Adams Group and works closely with the team’s private clients.

In 2004, Jason started a small private asset management firm, called RoundRock Partners that targeted institutional investors with a focus in alternative investing. He gained international experience in marketing RoundRock to institutional investors in Switzerland and England. After two years, he rejoined Morgan Keegan & Co. as a Vice President. Jason holds a B.A. in History from Georgetown University.

Phone: (404) 842-4160

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


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