Do you know where you're headed?

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

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Finance Management

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On Track for Retirement?

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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.

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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106 Langtree Village Drive, Suite 301 Mooresville NC, United States

    Working Hours

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


      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.