Jake Thomas Bryant
AIF®, ChFC®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 RR (Registered Representative) and started their career in finance in 1998. Jake has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
Contact Information
Main Address
6285 Barfield Rd. Suite 250, Atlanta, GA 30328Phone Number
(404) 594-5559# of Employees
12SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,473AUM (Assets Under Management)
$469,203,918Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
State Registrations and Notice Filings
(2/15/2024)
(8/31/2026)
(10/20/2026)
(6/5/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2006About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jake Thomas Bryant's CRS (Customer Relationship Summary).
Services Offered by Jake
- Investment Management
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
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