JA
JA
Jason Adams
28 Years of Experience
Smyrna, GA
3 Disclosures
Jason Adams is a registered investment advisor at Opportunity Investment Group, LLC, based in Smyrna, GA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $38M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$755K average
Assets Under Management
$38.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
All fees are negotiable, but will not exceed 2.00% annually. Lower fees may be available elsewhere for similar services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Smyrna, GA
Get directionsHistory
Regulatory History (3)
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Regulatory
June 2023Final
Regulatory
March 2022Final
Customer Dispute
October 1995Settled
Employment History
Current Registrations
Opportunity Investment Group, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
June 2021 - July 2021 · 1 mo
Morgan StanleyBroker
June 2021 - July 2021 · 1 mo
J.P. Morgan Securities LLC
August 2009 - June 2021 · 11 yrs 10 mos
J.P. Morgan Securities LLCBroker
July 2009 - June 2021 · 11 yrs 11 mos
Morgan Keegan & Company, INC.
February 2006 - August 2009 · 3 yrs 6 mos
Morgan Keegan & Company, INC.Broker
February 2006 - August 2009 · 3 yrs 6 mos
Bear, Stearns & CO. INC.
October 2002 - July 2004 · 1 yr 9 mos
Bear, Stearns & CO. INC.Broker
May 2000 - July 2004 · 4 yrs 2 mos
J.C. Bradford & CO.Broker
November 1995 - May 2000 · 4 yrs 6 mos
The Robinson-Humphrey Company INC.Broker
April 1993 - October 1995 · 2 yrs 6 mos
Peachtree Capital CorporationBroker
March 1992 - December 1992 · 9 mos
State Registrations6 states
GANDORSCSDTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.