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