Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.