Bray Creech

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 06/2022
  Raymond James Financial Services, Inc.
  Asheville, NC
• 10/2014 → 06/2022
  Raymond James Financial Services Advisors Inc.
  Asheville, NC
• 06/2022 → Present
  Joel Adams And Associates, Inc.
  New York, NY

Previous Registrations

• 2014-10-08 → 2022-07-14
  Raymond James Financial Services Advisors, Inc
  Asheville, NC

Other Businesses

1) 545 Merrimon, LLC; Investment Related: Yes; 545 Merrimon Avenue, Asheville, NC. 28804; Commercial real estate rental for 2 professional service firms; Managing Member; Since 11/3/2022; 5 Hours per month; Duties: Building maintenance & repairs, tenant relations, general management.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-26

Designations

• Certified Financial Planner