A complete list of active advisors currently associated with JLA Capital, LLC

Warmer can help you find a great advisor at JLA Capital, LLC or one who fits your needs even better.

JLA Capital LLC provides ongoing portfolio management to individual and high‑net‑worth clients, developing an Investment Policy Statement for each client and implementing tailored asset allocation across mutual funds, equities, exchange‑traded funds (including precious‑metal ETFs), fixed income (including TIPS) and select non‑U.S. securities. Services are generally delivered with discretionary trading authority and regular portfolio monitoring, with client reporting provided through the account custodian. The firm combines fundamental analysis, modern portfolio theory, quantitative models and technical analysis to construct portfolios and may use model allocations adjusted for client‑imposed restrictions. Investment strategies include both long‑ and short‑term trading as well as options strategies (including covered and uncovered positions and spreads), with accounts reviewed at least quarterly or when client or market events trigger a review. Noteworthy aspects of the firm include its explicit use of options that can involve uncovered positions and its inclusion of more complex ETF and fixed‑income instruments, which can raise strategy complexity and risk compared with many peers. The firm requires custody through Schwab Institutional (and may receive related custodial services and research), directly deducts advisory fees from client accounts and discloses paid client referrals from SmartAsset.

To learn more about the advisors currently working at JLA Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Adkins	Prospect, KY	32

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support