Jason Adams

Jason Adams

Investment Advisor / Partner

Jason serves as Portfolio Manager for Tripletail Wealth Management.  He brings his 20 years of experience that consists of banking, investment management, financial planning and portfolio construction to bear for his clients.  Formerly with SunTrust, Wells Fargo and Regions Private Wealth groups, Jason focuses on combining his institutional experience with a client-first, boutique company feel.  

Jason and his wife, Sarah, live in the College Park neighborhood in Orlando, FL with their three children Ford, Watts and Lane.

Education:

University of Central Florida, B.S., Finance

University of Central Florida, M.B.A.

Yale School of Management, Certified Investment Management Analyst

Designations/Licenses:

Certified Financial Planner™ (CFP®)
Certified Investment Management Analyst (CIMA®)
Series 7 & 66 License | State of Florida Life, Health, Variable Annuity License