Jarrod Adams Investing LLC

Jarrod Adams Investing LLC I help people that:
- Are opportunist
- Want to build wealth that lasts I’m looking forward to your call.

My name is Jarrod Adams, and I am the founder and sole owner of Adams Investing, a fully independent, fee-only financial services firm offering highly customized portfolio management, comprehensive financial management, and retirement planning services to high-income, highly motivated individuals who would rather spend their time racing toward an adrenaline rush than worrying about their money. As

your Registered Investment Advisor (RIA), I can help you:

• Build and manage your customized investment portfolio
• Organize your personal finances to ensure cash flow and minimize taxation
• Design a flexible retirement plan to support your lifestyle in the future

If you’re ready to work with an experienced personal advisor who makes your long-term financial success a number-one priority and offers complete transparency, call me on my cell at 704-996-4243 any time, or email me to set up a time that works in your busy schedule. Important Disclosures:

Form ADV:https://adamsinvesting.com/wp-content/uploads/2022/07/FormADV2A-2B_JarrodAdams_20220303_Final.pdf

All investing is subject to risk, including [possible loss of principal. Jarrod Adams Investing, LLC (“JAI”) is a Registered Investment Advisor (“RIA”), registered State of North Carolina. JAI provides asset management and related services for clients nationally. JAI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. JAI renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The web site is intended to provide general information about JAI, it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. JAI does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. JAI will provide all prospective clients with a copy of our current Form ADV, Part2 (“Disclosure Brochure”) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time you can view our current Form ADV, Part2 on our web site in addition, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information please contact us.

Game day with their security guard. ⚽️
12/13/2025

Game day with their security guard. ⚽️

📊 Why Equities Still Matter—At Every Stage of LifeWhether you're just starting out or planning for retirement, equities ...
08/09/2025

📊 Why Equities Still Matter—At Every Stage of Life

Whether you're just starting out or planning for retirement, equities can play a vital role in your financial strategy. Here's why:

🔹 Early Career
Time is a powerful asset. With a long investment horizon, equities have historically rewarded disciplined investors through compounding. Volatility may feel uncomfortable, but it’s often part of the journey toward long-term growth.

🔹 Mid-Career
As responsibilities grow, so does the need for balance. Diversifying across asset classes—while maintaining equity exposure—can help support both growth and stability. Strategic allocation becomes key.

🔹 Retirement
Even in retirement, inflation remains a challenge. Equities may offer growth potential to help preserve purchasing power and support income needs over time. The right mix depends on your goals and risk tolerance.

🔹 The Bigger Picture
Cash and bonds offer stability, but they may not keep pace with inflation. Equities have historically helped investors build wealth and stay ahead of rising costs. A diversified portfolio often includes them for a reason.

🔹 The Role of an Advisor
Financial advisors aren’t here to predict markets—we’re here to guide. Through education, planning, and perspective, we help clients stay focused on what matters most: their long-term goals.

📌 This post is for educational purposes only and does not constitute personalized investment advice. Please consult a licensed advisor before making financial decisions.

🚀 AI’s Backbone: Productivity or Bubble?.Microsoft and Google are embedding AI into workflows. Nvidia powers the chips b...
08/08/2025

🚀 AI’s Backbone: Productivity or Bubble?.

Microsoft and Google are embedding AI into workflows. Nvidia powers the chips behind it all.
But with sky-high valuations, is the hype sustainable?

📌 Informational only. Not investment advice.

Spotting your own biases is the first step towards better investment outcomes. We all have triggers—recognize them and y...
08/04/2025

Spotting your own biases is the first step towards better investment outcomes. We all have triggers—recognize them and you’re already on track to smarter Investing.

This is my friend, Remy. He’s smart but sometimes forgetful. He’s nice but don’t cross him. He’s always watching and if ...
06/09/2025

This is my friend, Remy. He’s smart but sometimes forgetful. He’s nice but don’t cross him. He’s always watching and if you’re his friend he’s always going to be there when you need him, no questions asked.

📉 Market timing is a trap! 📈Trying to guess when to buy & sell can wreck your retirement plan. Instead, focus on long-te...
05/14/2025

📉 Market timing is a trap! 📈
Trying to guess when to buy & sell can wreck your retirement plan. Instead, focus on long-term growth, steady contributions & smart diversification. 💡
Your future self will thank you! 🔒💰

This helps when markets get crazy. 🙂
04/30/2025

This helps when markets get crazy. 🙂

The soccer seasons are flying by for Eli. This one was different for so many great reasons. Loved watching him and his t...
11/16/2024

The soccer seasons are flying by for Eli. This one was different for so many great reasons. Loved watching him and his teammates battle through adversity. They just refused to quit and ended up going farther than any team in school history finishing up in the sweet 16 of the state playoffs and taking the #1 seed to the brink! On to club season at FC Athletico!

Happy Monday! Have a great week
11/11/2024

Happy Monday! Have a great week

11/10/2024

Address

106 Langtree Village Drive Suite 301
Mooresville, NC
28117

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17049964243

Website

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