Do you know where you headed?
GET ON TRACK FINANCIALLY!

Maybe you’re being too conservative with your investments. Or maybe you’re questioning if you’re on track for retirement. Or wondering if you’re paying too much in hidden mutual fund fees. We help people everyday get more efficient, save money and more importantly get on track.

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Investment Risk

What is your Risk Number? Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.

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Finance Management

Take control of your financial world. Connect your financial decisions to the people and things that matter most.

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On Track for Retirement?

Get instant analysis & ways to improve your retirement. Want to retire earlier and wealthier… Get our FREE calculator.

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Retirement Plans

Whatever your age, it is never too soon to look ahead and begin giving thought to your retirement.

Planning for retirement has become a more difficult task. Therefore, it’s important that you plan well in advance by setting goals and deciding how they will be met.
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Income in Retirement

Is Your Retirement Recession Proof?

It’s very important to be recession proof so that as you’re in retirement no longer generating the salary income and boosting your account and you’re pulling away you don’t feel that stress of is my money going to last.

Retirement Statistics

70
%

of future retirees expect to work past retirement age.

12
%

of what they need for retirement saved by Americans aged 55-64.

64
%

of working adults #1 worry is they won’t have enough $$ to retire.

4300
$

average retiree spends out of pocket on healthcare per year.

50
%

of retirees die with less than $10,000 left in their retirement accounts.

About Jarrod - The Financial Problem Solver

My story really started when I was just 10 years old. A lover of baseball cards, I would go to our local grocery store and buy a pack of cards for $1. Already a budding investor, I would take them home and begin the sorting process–placing the cards I thought were valuable into a protective box, and then checking the monthly baseball card magazine to see if and when my cards increased in value.

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What can your Financial Advisor do for you?

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How we can help you

Why Everyone should have A Financial Advisor

Consider we’re talking about financial well-being. A financial advisor brings experience and knowledge that most of us don’t have.

6 Easy Ways To Grow Wealth

We have gathered our best ideas for achieving your goals and the most important part of credit-building step is to pay all of your bills on time.

Guidelines to Investing Strategy

There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term.

Checklist to help you manage your money

75% of Americans are going it alone, without the help of a financial advisor. To achieve their goals, everyone should have a financial advisor.

Top 10 Checklist for your 401K

10 things to watch for or consider and the rules to play by. Make every attempt to avoid pulling the money out of the confines of a 401(k) or IRA.

The importance of Market Valuations

Investors need to take current stock market valuations into account as they make financial decisions, plans and allocate assets.

How do your fees work?

Investment advisory fees are deducted from your investment accounts and paid quarterly, at the end of each calendar quarter. These fees are drafted automatically from your corresponding brokerage accounts.  Also, you’ll receive an email from me showing your account performance along with a breakdown of the fees billed for the quarter and are detailed on your brokerage statements so you can always clearly see how much you’re paying.

Investment advisory fees are based on the market value of assets under management at the end of the quarter. Investment advisory fees are based on the following schedule:

Assets Under Management Annual Rate
Up to $1,000,000 1.00%
$1,000,001 to $5,000,000 0.75%
Over $5,000,000 0.50%

I’m not sure I qualify for wealth management?

Almost all my potential clients come to me with this thought in their minds. My simple answer to them is this, if you’re seeking help to solidify your financial future through building a financial plan with active management of your investments then you qualify.

What things do I need in order to do a 401k rollover?

In most cases, you’ll need the appropriate IRA accounts built along with correctly filing the proper paperwork with your employer or former employer to initiate a transfer. It’s important to get everything right with these account builds and rollover filings to avoid paying costly penalties and unnecessary taxes because you made a mistake. But hey, that’s what I’m here for. I can handle all this on your behalf so that you have a smooth rollover and get professional money management moving forward.

Do you work for a specific broker?

As a Registered Investment Advisor, I act as a fiduciary on your behalf. This means I’m bound ethically to act in your best interest. With that in mind, I do not work with a specific broker but have a unique relationship with Charles Scwab that creates a competitive advantage in most cases for my clients. However, if another brokerage relationship is best in a particular situation, we don’t hesitate to use them.

I’m comfortable handling my own investing, can I just get your advice on my portfolio?

We are a highly customized RIA firm, we can build a plan a strategy to fit your unique situation so yes, we can get you advice.

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Want to retire earlier and wealthier

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Get control of your finances

Evaluate Your Income

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Trim the Fat

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Net Worth Organizer

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Our Latest posts

Adams TV: What’s a Recession?

October 22, 2019

Adams TV: What’s a Recession?

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How Long will a Million Dollar 401(k) Last You?

June 24, 2019

How Long will a Million Dollar 401(k) Last You?

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New Job? Don’t Forget Your 401K.

May 21, 2019

New Job? Don’t Forget Your 401K.

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Get in Touch

10130 Perimeter Parkway, Suite 200 Charlotte NC, United States

    Working Hours

    • Monday to Friday 8.00am - 5.30pm
    • Saturday 9.00am - 2.00pm
    • Sunday Closed

    DISCLOSURE

    All investing is subject to risk, including [possible loss of principal. Jarrod Adams Investing, LLC (“JAI”) is a Registered Investment Advisor (“RIA”), registered State of North Carolina. JAI provides asset management and related services for clients nationally. JAI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. JAI renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The web site is intended to provide general information about JAI, it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. JAI does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. JAI will provide all prospective clients with a copy of our current Form ADV, Part2 (“Disclosure Brochure”) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time you can view our current Form ADV, Part2 on our web site in addition, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information please contact us.