James Arthur Teeter

Employer firm

Adapt Wealth Advisors, LLC CRD 329448

$469M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2005 → 07/2025
  Apex Investment Advisors
  Columbia, SC
• 08/2007 → 07/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2007 → 07/2025
  Apex Investment Advisors
  Columbia, SC
• 07/2025 → Present
  Adapt Wealth Advisors, Llc
  West Columbia, SC

Previous Registrations

• 2007-08-30 → 2025-10-14
  Apex Investment Advisors
  Columbia, SC
• 2006-01-03 → 2007-08-24
  Jhs Capital Advisors, Llc
  Columbia, SC

Other Businesses

1) JJ&M LLC - PROPERTY MANAGEMENT - OWNER. BEGAN 10/1984, 100 MERRY DR, LEXINGTON, SC 29169, 1 TO 2 HOURS PER MONTH OUTSIDE OF MARKET HOURS, MANAGING PERSONAL INVESTMENT PROPERTY. NOT INVESTMENT RELATED. 2) JAMES A TEETER, III INSURANCE SALES AND REVIEW- OWNER, 100 MERRY DR, LEXINGTON, SC 29072 1 HOUR PER MONTH DURING MARKET HOURS. THIS IS INVESTMENT RELATED.JIM TEETER RENTALS/JJ&M LLC, 100 Merry Dr, Lexington SC 29072, United States, 8/1985, REAL ESTATE, NIR, 1-2HR/MO-1/TRADING. 3) PREMARITAL PLANNER, 100 Merry Dr, Lexington SC 29072, United States, 09/01/11, Founder, Author/Educator/Podcast/Speaker, NIR, 1HR/MO-1/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-12
• S63 Uniform Securities Agent State Law Examination
  1986-11-21

Other Names

• Jim Teeter
• James Arthur Teeter