Jason Adams has held the title Member at Tripletail Wealth Management since October 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Tripletail Wealth Management, LLC is an Orlando, FL firm with $132M under management, 74 clients and 2 advisers in one office, as of its March 2026 filing.
Jason Adams is Investment Advisor Representative and Founder of Tripletail Wealth Management, based in Orlando, Florida. As Portfolio Manager and investment advisor, he brings over 20 years of experience in banking, investment management, financial planning and portfolio construction to the Tripletail team.
Jason Adams’ longest registration is the current one, 4 years at Tripletail Wealth Management since 2022. Before joining Tripletail Wealth Management in 2022, Jason Adams was registered through Woodbury Financial Services, Inc. and Cetera Investment Advisers LLC.
- Tripletail Wealth ManagementCurrent– present · 4 yearsOrlando, FL · Adviser representative · Firm CRD 318781
- Woodbury Financial Services, Inc.– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 421
- Cetera Investment Advisers LLC– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 105644
- Cetera Investment Advisers LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 105644
- Cetera Investment Services LLC– · under a yearorlando, FL · Adviser representative · Firm CRD 15340
- Suntrust Investment Services, Inc.– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 17499
- G. A. Repple & Company– · 1 yearWinter Springs, FL · Adviser representative · Firm CRD 17486
- Wells Fargo Advisors, LLC– · 1 yearOrlando, FL · Adviser representative · Firm CRD 19616
- Suntrust Investment Services, Inc.– · 1 yearOrlando, FL · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Jason Adams is registered as an investment adviser representative in Florida, since April 2022.
- FloridaSince 6 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 November 2006 |
| Series 7 | General Securities Representative Examination | 26 September 2006 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Scott Adams
- CRD
- 5174590
- Firm
- Tripletail Wealth Management · CRD 318781
- Role
- Member
- Office
- 224 E. MARKS ST., Orlando, FL 32803
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tripletailwealth.com
Where does Jason Adams work?
Jason Adams has held the title Member at Tripletail Wealth Management, LLC since October 2019, and is a control person of the firm.
Is Jason Adams a financial advisor?
Yes. Jason Adams has a current investment-adviser registration in Florida, through Tripletail Wealth Management since April 2022.
How many years of experience does Jason Adams have?
Jason Adams has 17 years in the financial industry, since March 2009, across 7 adviser firms.
What exams has Jason Adams passed?
Jason Adams has passed 3 licensing exams: the Series 7, Series 66 and Series 79TO. The earliest, the Series 7, was passed in September 2006. FINRA credited Jason Adams with the SIE, which began in October 2018.
Where did Jason Adams work before Tripletail Wealth Management?
Before Tripletail Wealth Management, Jason Adams was registered through Cetera Investment Advisers LLC, June 2016 to February 2019; Cetera Investment Advisers LLC, February 2014 to December 2014; Cetera Investment Services LLC, August 2013 to January 2014; Suntrust Investment Services, Inc., July 2011 to April 2013; G. A. Repple & Company, March 2010 to July 2011; Wells Fargo Advisors, LLC, January 2008 to January 2010; Suntrust Investment Services, Inc., December 2006 to December 2007.
Where is Jason Adams based?
Jason Adams’ registered office is in Orlando, FL.
Is Jason Adams registered with FINRA?
No. Jason Adams has no current broker registration.
How can I verify Jason Adams’ record?
Search CRD 5174590 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Adams’ full registration record.
