Jessie Marie Goodwin
Investment adviser representative at Joel Adams and Associates Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$305.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Joel Adams and Associates, Inc.Feb 2026 to now
- Modera Wealth Management, LLCFeb 2025 to Feb 2026
- Modera Wealth Management, LLCApr 2023 to Jan 2025
- Parsec Financial Management Inc.Sep 2014 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Joel Adams and Associates Inc.
$305.6MAssets managed
284Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5854333
- Firm CRD
- 319379