FUNDRAISING NEWS | March 07, 2024
A group of advisors, including Jake Bryant, have left Ameriprise Financial Services to start their own independent firm, Adapt Wealth Advisors. The new firm aims to serve high net worth individuals, family offices, estates, and retirement plans with financial planning and investment management. Adapt is headquartered in Atlanta and manages approximately $1.1 billion in assets.
Jake Bryant is the owner and chief executive of Adapt Wealth. Bryant has been associated with Ameriprise since 1998, maintaining dual registration for much of his tenure until his recent departure. Bryant has furthered his knowledge in the industry by obtaining ChFC, AIF, CRPC, APMA, and CEPA designations along with five FINRA certifications.
Alongside him, former Ameriprise advisors, including Donnie Robinson, Tim Hodell, Scott Herndon, Jonathon McAdow, Tyler Robinson, and Kathy Hodell, have joined Adapt Wealth. 
John Washington is the Data Research Analyst at Dakota.
