Jason Adams
Jason Adams is a CFP-designated registered investment advisor at Tripletail Wealth Management, based in Orlando, FL, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 74 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees may be negotiable at the Advisor's discretion. For assets invested in a private placement offering, a fixed annual fee of 1.35% is charged.
Fee Estimator
Location
224 E. Marks St., Orlando, FL, 32803
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a manager at TripleTail Wealth Management, LLC, a registered investment advisor, dedicating full-time hours. He also works as an agent selling fixed/traditional insurance products for two companies, spending minimal time on these activities.
Employment History
Current Registrations
Tripletail Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
G. A. Repple & Company
G. A. Repple & CompanyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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.