Jason Scott Adams
CFP®, CIMA®Professional Summary
Jason Scott Adams, CFP®, CIMA®, who also goes by Jason S Adams, Jason Adams, is a registered financial advisor currently at TRIPLETAIL WEALTH MANAGEMENT located in Orlando, Florida. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 8 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason S Adams, Jason Adams
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
TRIPLETAIL WEALTH MANAGEMENT | TRIPLETAIL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
224 E. Marks St., Orlando, FL 32803Phone Number
(407) 286-4072# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
155AUM (Assets Under Management)
$132,112,784Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/21/2026 | Cover Page | Report |
| 07/07/2025 | Cover Page | Report |
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
TRIPLETAIL WEALTH MANAGEMENT | TRIPLETAIL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(4/6/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSimilar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Adams's CRS (Customer Relationship Summary).
Similar Advisors
CHIMERA SECURITIES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
