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Jarrod Thomas Adams

Jarrod Adams Investing, LLC

Mooresville, NC

Catawba, NC

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Current Employers
Jarrod Adams Investing, Llc

106 Langtree Village Drive Suite 301, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
OK RA APPROVED 2025-01-01
PA RA APPROVED 2020-06-03
TX RA APPROVED_RES 2019-03-13
WA RA APPROVED 2015-04-07
NC RA APPROVED 2012-06-25
  • CA RA
    APPROVED
    Since 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01
  • PA RA
    APPROVED
    Since 2020-06-03
  • TX RA
    APPROVED_RES
    Since 2019-03-13
  • WA RA
    APPROVED
    Since 2015-04-07
  • NC RA
    APPROVED
    Since 2012-06-25

Branch Locations

106 Langtree Village Drive Suite 301, Mooresville, NC 28117 • United States

Catawba, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jarrod Adams Trading, Llc Mooresville NC 07/2005 12/2019
Jarrod Adams Investing, Llc Catawna NC 05/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-22
  • S65 Uniform Investment Adviser Law Examination
    2012-06-22

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC
VIRTUE CAPITAL MANAGEMENT, LLC · MOORESVILLE, NC
CASTLE WEALTH GROUP · MOORESVILLE, NC
MML INVESTORS SERVICES, LLC · Mooresville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MOORESVILLE, NC
J.P. MORGAN SECURITIES LLC · Mooresville , NC

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