Jason Ryan Adams

Current Employers

Employment History

• 05/2016 → 04/2019
  Nylife Securities Llc
  Dallas, TX
• 04/2016 → 04/2019
  New York Life Insurance Co
  Dallas, TX
• 06/2019 → 07/2020
  Sagepoint Financial, Inc.
  Bedford, TX
• 06/2002 → Present
  Jason Adams Sole Proprietor
  Arlington, TX
• 08/2020 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2019-06-26 → 2020-08-05
  Osaic Services, Inc.
  Colleyville, TX
• 2016-07-13 → 2019-03-22
  Eagle Strategies Llc
  Dallas, TX
  Arlington, TX
  Fort Worth, TX
• 2014-04-09 → 2016-04-26
  Pruco Securities, Llc.
  Plano, TX
• 2010-06-29 → 2014-03-04
  Mutual Of Omaha Investor Services, Inc.
  Irving, TX

Other Businesses

1. [Rambling Creek Venture, LLC; Rental properties; 2702 Zinfandel Ln. Arlington TX 76001; Owner; Rental Income; 2 hours per month \ 0 hours during securities trading | Not investment related | Start date: 4/3/2012 | working with renters, managing the property 2. [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2702 Zinfandel Ln. Arlington TX 76001; Commissions; Start Date: 04/2016; 5 hours per month; investment related] 3. [Property and Casualty Sales; Appointed with outside carriers for the purpose of selling property and casualty products; 2702 Zinfandel Ln. Arlington TX 76001; Start date: 08/2014; 2 hours per month; commissions; insurance related] 4. JASON ADAMS Sole Proprietor POSITION: Sole Proprietor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS a month: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/10/2002 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Insurance Sales 5. JASON ADAMS POSITION: Sole Proprietor NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2009 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Receive Oil & Gas Royalties 6. RAMBLING CREEK VENTURE POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Real Estate Acquisition 7. Jay & Ryan Trucks LLC; Non investment related; 701 Highlander Blvd #155, Arlington, TX 76015; Shipping and logistics; Partner; Start date 03//2022; 2 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-11
• S63 Uniform Securities Agent State Law Examination
  2007-08-22