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Inactive

Jessie Marie Goodwin

Joel Adams And Associates Inc.

Asheville, NC

CRD 5854333

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Employer firm

Joel Adams And Associates Inc. CRD 319379

$306M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Joel Adams And Associates Inc.

545 Merrimon Avenue, Asheville, NC 28804 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-26
  • NC RA
    APPROVED
    Since 2026-02-26

Branch Locations

545 Merrimon Avenue, Asheville, NC 28804 • 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
Parsec Financial Management Inc. Asheville NC 09/2014 03/2021
Parsec Financial Management Inc. Asheville NC 03/2021 04/2023
Modera Wealth Management, Llc Asheville NC 04/2023 01/2025
Modera Wealth Management, Llc Asheville NC 02/2025 02/2026
Joel Adams And Associates, Inc. Asheville NC 02/2026 Present
Previous Registrations
  • 2023-04-26 → 2026-02-06
    Modera Wealth Management, Llc
    Asheville, NC
    Westwood, NJ
  • 2014-11-13 → 2023-04-27
    Parsec Financial
    Asheville, NC
  • 2010-12-07 → 2012-06-25
    Edward Jones
    Asheville, NC
    Mills River, NC
    Maryland Heights, MO
    Maryland Heights, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-13
S66 Uniform Combined State Law Examination 2010-12-06
  • S65 Uniform Investment Adviser Law Examination
    2014-11-13
  • S66 Uniform Combined State Law Examination
    2010-12-06
Designations
  • Certified Financial Planner
Other Names
  • Jessie M Luney
  • Jessie Marie Luney
  • Jessie Marie Boyle
  • Jessie Marie Boyle
  • Jessie Marie Goodwin

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

More in Asheville, NC

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