Joel Patrick Adams

Current Employers

Employment History

• 03/2006 → Present
  Raymond James Financial Services
  Tyler, TX
• 10/2024 → Present
  Southside Bank Investment Services
  Tyler, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Tyler, TX
• 03/2006 → Present
  Southside Bank
  Tyler, TX
• 02/2020 → 06/2023
  Southside Investment Services
  Tyler, TX
• 05/2023 → 09/2024
  Southside Wealth Management
  Tyler, TX

Other Businesses

(1)Name of Business: Address: 418 Wilder Way, Tyler, TX, 75703, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a passive investment. (2)Name of Business: Grace Community School Address: 3025 University Blvd, Tyler, TX, 75703, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 12/11/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I attend as needed to participate in a roundtable discussion of the current and projected state of the school's finances. Typically 3-4 times per year. (3)Name of Business: Southside Bank Address: 1305 S. Beckham Ave, Tyler, TX, 75701, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/17/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (4)Name of Business: Southside Investment Services Address: 1305 S Beckham Ave, Tyler, TX, 75701-3323, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (5)Name of Business: Tyler Economic Development Council Address: 315 N Broadway Ave, Tyler, TX, 75702, United States Activity Type: Non profit Position/Title: Subcommittee Member Investment Related: Yes Start Date: 09/06/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend finance committee meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-28
• S63 Uniform Securities Agent State Law Examination
  2000-07-27