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Jacob Hampton Adams

Advisor at Axient Investment Advisors LLc — Florence, AL N Pine St

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Florence, AL 35630

Axient Investment Advisors LLc logo

Axient Investment Advisors LLc

Team

Total advisors

14

Across 4 offices

Clients per advisor

54 Typical

Avg AUM per client

$582,592 Low

HNW client ratio

36% Typical

About

Jacob Adams is a financial advisor with Axient Investment Advisors LLC in Florence, Alabama. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at StoneX Securities Inc and Cambridge Investment Research. Adams is also associated with Eagle Creek Wealth Management in a financial advisory capacity. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting services primarily to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary and third-party portfolios, with client assets custodied at Pershing LLC.

Client services

Based on Axient Investment Advisors LLc

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on Axient Investment Advisors LLc

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting

Occupation focus

Based on Axient Investment Advisors LLc

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000

Percentage

Negotiable up to 2.00% annually (1.50% for annuity allocations)

Commissions

Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.

Project-based

Up to $500/hour for Financial Planning and Consulting services

Other

Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate

Location

See office

Florence, AL N Pine St

454 N Pine St

Florence AL 35630

Advisors at this office

2

Most active in

Alabama

Work history

3 years of industry experience

StoneX Securities Inc

2024 - Present • 2 years

Florence, AL

StoneX Advisors Inc

2024 - 2026 • 2 years

Florence, AL

Cambridge Investment Research Advisors

2023 - 2024 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2022 - 2024 • 2 years

Fairfield, IA

Lighthouse Financial Advisors, LLC

2022 - 2024 • 2 years

St. Simons Island, GA

Unemployed/College

2021 - 2022 • 1 year

Tuscaloosa, AL

Lighthouse Financial Advisors, LLC

2021 - 2021 • 1 year

St. Simons Island, GA

Unemployed/College

2020 - 2021 • 1 year

Tuscaloosa, AL

Lighthouse Financial Advisors, LLC

2020 - 2020 • 1 year

St. Simons Island, GA

Unemployed/ College

2019 - 2020 • 1 year

Tuscaloosa, AL

Cambridge Investment Research, Inc.

2019 - 2024 • 5 years

Fairfield, IA

Lighthouse Financial Advisors, LLC

2019 - 2019 • 1 year

St. Simons Island, GA

Unemployed/ College

2017 - 2019 • 2 years

Tuscaloosa, AL

Snowy Rolls

2017 - 2017 • 1 year

Alpharetta, GA

Unemployed/ In School

2012 - 2017 • 5 years

Suwanee, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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James B

Series 66, Series 65

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at United Benefits Insurance since 2017. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed model portfolios and advisor-directed strategies that incorporate tactical and strategic approaches across various asset types.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar

Brantley C

Series 65

Florence, AL

AlphaStar Capital Management

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jennifer M

Series 65

Florence, AL

Empower Advisory Group

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Terry H

ChFC®, Series 63

Florence, AL

Eagle Strategies (NY Life)

Terry Hood Sr. is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) who has 41 years of industry experience. He has worked with Eagle Strategies since 2008 and operates his own business, Terry Hood Financial Group, LLC, since 2017. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through multiple program types within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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