Jason K. Adams

OPPORTUNITY INVESTMENT GROUP

SMYRNA, GA

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CRD#: 2217759

Professional summary

Jason K Adams, who also goes by Jason Kemble Adams, is a registered financial advisor currently at OPPORTUNITY INVESTMENT GROUP, LLC located in Smyrna, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jason has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Kemble Adams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason K Adams's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 23, 2024 - Present

OPPORTUNITY INVESTMENT GROUP, LLC

RIA

CRD#: 332696

SMYRNA, GA

Past

June 10, 2021 - July 6, 2021

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 10, 2021 - July 6, 2021

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

August 3, 2009 - June 15, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

July 30, 2009 - June 15, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

ATLANTA, GA

Past

February 9, 2006 - August 4, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

February 1, 2006 - August 4, 2009

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

Past

October 3, 2002 - July 9, 2004

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

May 2, 2000 - July 9, 2004

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

November 2, 1995 - May 3, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

April 1, 1993 - October 25, 1995

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

March 12, 1992 - December 1, 1992

PEACHCAP SECURITIES, INC.

CRD#: 25590

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/23/2024)

IAR

North Dakota
(4/8/2025)

IAR

Oregon
(3/24/2025)

IAR

South Carolina
(2/28/2025)

IAR

South Dakota
(2/24/2025)

IAR

Texas
(12/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/1992

General Securities Representative Examination

Current Firm

OPPORTUNITY INVESTMENT GROUP, LLC

CRD#: 332696 / SEC#:

Georgia

Registered Investment Advisory firm - (10/23/2024 Approved)

North Dakota

Registered Investment Advisory firm - (2/24/2025 Approved)

Ohio

Registered Investment Advisory firm - (10/25/2024 Approved)

Oregon

Registered Investment Advisory firm - (3/24/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/26/2025 Approved)

South Dakota

Registered Investment Advisory firm - (2/24/2025 Approved)

Texas

Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)

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Contact information

Main Address

Smyrna, GA

Mailing Address

Phone number

(770) 846-9297

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 38,488,055

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason K. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason K Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.C. BRADFORD & CO.

THE ROBINSON-HUMPHREY COMPANY, LLC

PEACHCAP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2024

Series 63

Date: 3/13/1992

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/9/1992

Current Firm

OPPORTUNITY INVESTMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPPORTUNITY INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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