Jake Bryant has been Member, Manager and Chief Executive Officer of Adapt Wealth Advisors since February 2024, is a control person of the firm and directly owns 75% or more of it. Jake Bryant holds a Bachelor of business administration in finance from the University of Georgia.
Adapt Wealth Advisors, LLC is an Atlanta, GA firm with $469M under management, 463 clients and 10 advisers across 3 offices, as of its September 2026 filing.
Jake Bryant is Chief Executive Officer of Adapt Wealth Advisors, based in Atlanta, Georgia. He became a vice president at American Express Financial Services, serving as a managing principal and field compliance supervisor, before launching his own financial planning practice in 2005. His focus includes tax mitigation and wealth transfer planning for individuals and business owners.
Jake Bryant’s longest registration was 20 years at Ameriprise Financial Services, LLC (2003–2024). Before joining Adapt Wealth Advisors in 2024, Jake Bryant was registered through Ameriprise Financial Services, LLC.
- Adapt Wealth Advisors, LLCCurrent– present · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 329448
- Ameriprise Financial Services, LLC– · 20 yearsAtlanta, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Adapt Wealth Advisors
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Portfolio Management Advisor (APMA®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Jake Bryant is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in June 2024.
- GeorgiaSince 15 February 2024
- TexasSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2012 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 25 April 2006 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 27 February 2006 |
| Series 24 | General Securities Principal Examination | 1 May 2000 |
| Series 7 | General Securities Representative Examination | 28 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jake Thomas Bryant
- CRD
- 3086472
- Firm
- Adapt Wealth Advisors · CRD 329448
- Role
- Member, Manager and Chief Executive Officer
- Office
- 6285 BARFIELD RD., SUITE 250, Atlanta, GA 30328
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- adaptwealthadvisors.com
Where does Jake Bryant work?
Jake Bryant has been Member, Manager and Chief Executive Officer of Adapt Wealth Advisors, LLC since February 2024, and is a control person of the firm.
Is Jake Bryant a financial advisor?
Yes. Jake Bryant has a current investment-adviser registration in Georgia and Texas, through Adapt Wealth Advisors since February 2024.
How many years of experience does Jake Bryant have?
Jake Bryant has 28 years in the financial industry, since August 1998, across 2 adviser firms.
What exams has Jake Bryant passed?
Jake Bryant has passed 6 licensing exams: the Series 63, Series 7, Series 24, Series 9, Series 10 and Series 65. The earliest, the Series 63, was passed in July 1998. FINRA credited Jake Bryant with the SIE, which began in October 2018.
Where is Jake Bryant based?
Jake Bryant’s registered office is in Atlanta, GA.
Is Jake Bryant registered with FINRA?
Yes. Jake Bryant has a current broker registration, under CRD 3086472.
Source: FINRA BrokerCheck
How can I verify Jake Bryant’s record?
Search CRD 3086472 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jake Bryant’s full registration record.
- Donnie RobinsonChief Operating Officer
- Roseann HigginsChief Compliance Officer