Jason Adams is a registered investment advisor, based in Shreveport, LA, with 21 years of industry experience.
Location
333 Texas Street, Suite 1300, Shreveport, LA, 71101
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Regulatory History
Clean regulatory record
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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Jason is the owner of Poljak Group Wealth Management, a support company/DBA, and works as a Client Relationship Manager. He dedicates minimal time to this business.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2021 - May 2022 · 1 yr 1 mo
Morgan Stanley
June 2009 - May 2021 · 11 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2021 · 11 yrs 11 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2005 - March 2009 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - March 2009 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.
April 2004 - June 2005 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - June 2005 · 1 yr 2 mos
State Registrations29 states
AKALARAZCACODCFLGAIDILINKSKYLAMDMIMNMOMSNCNYOHOKSCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.