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JG

Jessie M. Goodwin

JOEL ADAMS AND ASSOCIATES
ASHEVILLE, NC 28804
Some features on this profile are disabled
CRD#: 5854333
JG
Jessie Marie GoodwinJOEL ADAMS AND ASSOCIATES

Professional summary

Jessie Marie Goodwin, CFP®, who also goes by Jessie Marie Boyle, Jessie M Luney, Jessie Marie Luney, is a registered financial advisor currently at JOEL ADAMS AND ASSOCIATES INC. located in Asheville, North Carolina.

Jessie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jessie has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jessie Marie Boyle | Jessie M Luney | Jessie Marie Luney

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 Jessie Marie Goodwin's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

February 26, 2026 - Present

JOEL ADAMS AND ASSOCIATES INC.

Office #1: 545 Merrimon Avenue, Asheville, NC 28804
RIA
CRD#: 319379
ASHEVILLE, NC
Past

April 26, 2023 - February 6, 2026

MODERA WEALTH MANAGEMENT, LLC

RIA
CRD#: 155649
ASHEVILLE, NC
Past

November 13, 2014 - April 27, 2023

PARSEC FINANCIAL

RIA
CRD#: 104919
ASHEVILLE, NC
Past

December 7, 2010 - June 25, 2012

EDWARD JONES

RIA
CRD#: 250
MILLS RIVER, NC
Past

November 19, 2010 - June 25, 2012

EDWARD JONES

BD
CRD#: 250
MILLS RIVER, NC

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".
JA
JOEL ADAMS AND ASSOCIATES INC.
JB ADAMS JR. AND ASSOCIATES INC. | JOEL ADAMS AND ASSOCIATES INC.

CRD#: 319379 / SEC#: 801-123660

RIA
Registered Investment Advisory firm - (4/8/2022 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
North Carolina
(2/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2010
General Securities Representative Examination

Current Firm

JA
JOEL ADAMS AND ASSOCIATES INC.
JB ADAMS JR. AND ASSOCIATES INC. | JOEL ADAMS AND ASSOCIATES INC.

CRD#: 319379 / SEC#: 801-123660

RIA
Registered Investment Advisory firm - (4/8/2022 Approved)
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Contact information

Main Address
545 Merrimon Avenue, Asheville, NC 28804
Mailing Address
Phone number
(828) 251-9700
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADAMS AND ASSOCIATES DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/28/2025)

Regulatory assets under management

Total Number of Accounts952
AUM (Assets Under Management)$ 282,097,570

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.

Company Information

JOEL ADAMS AND ASSOCIATES INC.

CRD#: 319379Asheville, NC 28804

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