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James T

Series 63, Series 65

West Columbia, SC

Adapt Wealth Advisors, LLC

James Teeter III is a financial advisor with Adapt Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. He is also the founder of Premarital Planner, through which he works as an author, educator, podcast host, and speaker. Adapt Wealth Advisors serves individuals, families, family offices, trusts, and qualified retirement plans by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a generally long-term investment approach tailored to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Jake B

ChFC®, Series 63, Series 65

Atlanta, GA

Adapt Wealth Advisors, LLC

Jake Bryant is a Chartered Financial Consultant (ChFC®) with 28 years of experience in financial advisory roles. He is currently with Adapt Wealth Advisors, LLC and previously worked at Ameriprise Financial Services, Inc. for 19 years. Outside of his advisory work, Bryant holds a real estate license and is involved in managing several investment-related business ventures. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans by providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm primarily uses fundamental analysis and a long-term investment horizon while maintaining flexibility for shorter-term trades, managing portfolios with a range of securities including mutual funds, ETFs, equities, and alternative investments.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Jonathon M

Series 65, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Jonathon Mc Adow is a financial advisor at Adapt Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. In addition to his advisory role, he is self-employed in a non-investment-related capacity. Adapt Wealth Advisors serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a long-term investment approach tailored to client objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Tyler R

CFP®, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Tyler Robinson is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Adapt Wealth Advisors, LLC and previously worked at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. Adapt Wealth Advisors, LLC provides comprehensive financial planning and both discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm primarily uses fundamental analysis with a long-term investment horizon tailored to client goals, risk profiles, and tax considerations, offering portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Joseph C

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 credential and previously worked at Raymond James & Associates. Prior to his financial career, he held various roles in personal training and fitness. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, providing comprehensive financial planning and investment management. The firm employs fundamental analysis with a long-term investment approach, using a diverse range of portfolio instruments tailored to client objectives.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Donnie R

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Donnie Robinson is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Adapt Wealth Advisors, LLC, having joined in 2024 after eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, Robinson is involved in several business ventures, including ownership interests in real estate and other enterprises. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm utilizes fundamental analysis and a long-term investment approach tailored to clients’ goals and risk profiles, offering both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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Scott H

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and The Hershey Company. Outside of his advisory role, he serves as an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term investment approach tailored to client goals, risk profiles, and tax considerations, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative funds.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Retired
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