Bray Creech
Investment adviser representative at Joel Adams and Associates Inc.
12 yearsExperience
3 statesRegistered 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.Jun 2022 to now
- Raymond James Financial Services Advisors Inc.Oct 2014 to Jun 2022
- Raymond James Financial Services, Inc.Jul 2014 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, TX).
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
- 6379479
- Firm CRD
- 319379