What We Do

My entry into financial management was less than direct, and includes financial experience that helps me offer a high level of insight and guidance to my clients. After spending several years analyzing markets for corporate trading desks, generating and studying risk, volatility, P&L, and other market-related reports at Wachovia and Bank of America, I decided it was time to start my own business. I founded Adams Trading LLC in 2004 where I focused on investing in futures and currency markets. As the firm grew, I saw a pattern emerge with my clients: they all wanted to invest, but most of them didn’t have a plan for their portfolio and, even more importantly, they had no goals for their retirement. I soon found myself providing financial advice in addition to my traditional futures trading account management. From those beginnings, Jarrod Adams Investing LLC was born–a full service financial management firm dedicated to helping clients plan, implement, and manage their financial futures from start to finish.


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.

How It All Began

My attraction to markets and investing didn’t stop there, and when it came time to go to college, I decided to study finance and investing, and graduated Magna Cum Laude Honors.  While in school, I was lucky enough to meet a fellow finance major, Shanon, the girl of my dreams, whom I married just a few years later. When it was time to decide where to settle down and begin our careers, her brother highly recommended Charlotte, NC. Not only did the city have a fast-growing financial job market, but it would also bring us to family: her brother recently had moved there himself in an effort to take his racing career to the next level.

The decision turned out to be great for all three of us. Soon, Shanon was running the finance departments for multiple companies, I had kicked off my investment firm, and her brother Kasey had made his way into the NASCAR ranks. Today, all three of us still live in the Charlotte area, where we continue to pursue excellence in everything we do.

What We Do

Our process takes the emotions out of investing by steering clients away from suggestive labels like “aggressive investor” or “conservative investor”. We imagine our client’s risk score like a speed limit, while some are comfortable driving 80 mph down a highway others not a tick over 55 mph. We quantitatively pinpoint exactly what our client’s risk preference is by developing their risk score. So when our clients approach a sharp curve in the highway they’re not going too fast. History shows that investors who are invested outside their comfort zone “Speed Limit” make irrational, emotional decisions and we would like to keep them from doing that by developing clear expectations for them and investing at their comfort level.

Want to find out your risk score and how it affects your portfolio? Get started today, it only takes a couple minutes, you’ve got nothing to lose.