Jake Bryant is a registered investment advisor at Adapt Wealth Advisors, LLC, based in Atlanta, GA, with 27 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adapt Wealth Advisors charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The maximum fee is 2% per year. The fee is calculated based on the average daily value of your investments and is paid after the end of each month.
Location
6285 Barfield Rd., Suite 250, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jake owns multiple real estate properties, including land and single-family homes, some of which are investment-related. He also manages his Ameriprise business and is the owner of ADAPT Holdings, LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Adapt Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.