Jared Gibbs is a registered investment advisor at Adaptfirst Investments LLC, based in Kernersville, NC, with 2 years of industry experience. Jared 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 572 clients with $83M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Kernersville, NC
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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 Activities
Jared works as a Mortgage Loan Officer for American Federal Mortgage since 2021, dedicating significantly more than full-time hours to this role. He spends a minimal amount of time on securities trading as part of this position.
Employment History
Current Registrations
Adaptfirst Investments LLC
State Registrations3 states
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