CRD: 319379
Joel Adams AND Associates Inc.
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- Custodian
- Principal ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2022
- Office Locations
- 2
Office Locations
About Joel Adams AND Associates Inc.
Joel Adams and Associates is an independent three-person advisory in Asheville, NC providing financial planning and investment management with a disciplined, long-term asset-allocation approach focused on diversification and risk management (no market timing). The team includes a CFP and two CPAs and emphasizes tax-aware planning using a "three tax buckets" strategy. Clients meet in a cozy bungalow office or via Zoom, with added resources through Raymond James.
Team overview
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Owner & Executives
BRAY CREECH
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #6379479
- Ownership
- 50% but less than 75%
Chad Thomas Storck
PRINCIPAL, Relationship Manager
- CRD
- #7683777
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JESSIE MARIE GOODWIN
--
- CRD
- #5854333
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,575,796 | $210,452 |
| Non-Discretionary | $0 | -- |
| Total | $305,575,796 | $210,452 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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