Jake T. Bryant
ADAPT WEALTH ADVISORS | CEO
Atlanta, GA 30328
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CRD#: 3086472
Professional summary
Jake Thomas Bryant, AIF®, ChFC® is a registered financial advisor currently at ADAPT WEALTH ADVISORS, LLC located in Atlanta, Georgia.
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jake has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
What are your service offerings?
Institutional consulting
Trading individual securities
Philanthropic services
Insurance
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
Real Estate Ownership; Lot/Land; Lot in St. Mary's, GA, , , , , ; / Single Family; 233 Bolling DrAtlanta GA 30305, , , , , ; Investment-Related; 01/16/2019. Business Ownership; Other; Other; 6285 Barfield, Suite 250, , Atlanta, GA, 30328; Investment-Related; 07/16/2021; 10 to 19 hours per month; 1 to 9 during trading hours / Other; Other; 6324 Riverside Dr, , Atlanta, GA, 30328; Investment-Related; 12/31/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Other; Other; 502 Jackson Street, , Vidalia, GA, 30474; Not Investment-Related; 04/27/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Owner; Manage Ameriprise Business; 6324 Riverside Dr, , Atlanta, GA, 30328; Investment-Related; 11/30/2023; 20 to 39 hours per month; 20 to 39 during trading hours. Real Estate License; Jake; Bryant; Yes. Outside Employment; Outside Employment; ADAPT Holdings, LLC; Owner; 6324 Riverside Dr, , Atlanta, GA, 30328; Investment-Related; 11/30/2023; 20 to 39 during trading hours; 20 to 39 hours per month. Bryant Peabody, LLC; Investment Related; 6324 Riverside Dr, , Atlanta, GA, 30328; 05/2021 Passive Investment
CRS (Client Relationship Summary) - RIA
Click below to view Jake Thomas Bryant'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®
Experience
Current
February 15, 2024 - Present
ADAPT WEALTH ADVISORS, LLC
Office #1: 6285 Barfield Rd. Suite 250, Atlanta, GA 30328RIA
CRD#: 329448
Atlanta, GA
Past
March 19, 2003 - February 16, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Atlanta, GA
Past
August 31, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 31, 1998 - February 16, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Atlanta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADAPT WEALTH ADVISORS, LLC
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
CRD#: 329448 / SEC#: 801-129358
RIA
Registered Investment Advisory firm - (2/7/2024 Approved)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(2/15/2024)
IAR
Texas(6/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
ADAPT WEALTH ADVISORS, LLC
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
CRD#: 329448 / SEC#: 801-129358
RIA
Registered Investment Advisory firm - (2/7/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6285 Barfield Rd. Suite 250, Atlanta, GA 30328
Mailing Address
Phone number
(404) 594-5559
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,122 |
| AUM (Assets Under Management) | $ 327,765,997 |
Red Flags
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Company Information
ADAPT WEALTH ADVISORS, LLC
CEOCRD#: 329448Atlanta, GA 30328TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
