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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JASON SCOTT ADAMS

Advisor at TRIPLETAIL WEALTH MANAGEMENT

ORLANDO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 1, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRIPLETAIL WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 29, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 29, 2006
First registration: Dec 1, 2006
Dual registered: no
Other names: JASON S ADAMS|JASON ADAMS
IAPD individual key: 5174590

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRIPLETAIL WEALTH MANAGEMENT	Independent wealth	Apr 6, 2022	n/a	yes	ORLANDO, FL	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 18, 2019	Apr 13, 2022	no	ORLANDO, FL\|ORLANDO, FL\|SANFORD, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 10, 2016	Feb 12, 2019	no	ORLANDO, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 24, 2014	Dec 2, 2014	no	ORLANDO, FL	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Aug 26, 2013	Jan 29, 2014	no	ORLANDO, FL\|HOOVER, AL\|ORLANDO, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 25, 2011	Apr 30, 2013	no	WINTER PARK, FL	Previous registration
G. A. REPPLE & COMPANY	Bd affiliated wealth	Mar 17, 2010	Jul 28, 2011	no	WINTER SPRINGS, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 30, 2008	Jan 14, 2010	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Dec 1, 2006	Dec 31, 2007	no	ORLANDO, FL\|ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	TRIPLETAIL WEALTH MANAGEMENT	Apr 13, 2022	Apr 6, 2022	-7	Firm change	Ibd to new firm
CETERA INVESTMENT ADVISERS LLC	WOODBURY FINANCIAL SERVICES, INC.	Feb 12, 2019	Nov 18, 2019	279	Firm change	Ibd to ibd
CETERA INVESTMENT SERVICES LLC	CETERA INVESTMENT ADVISERS LLC	Jan 29, 2014	Feb 24, 2014	26	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	CETERA INVESTMENT SERVICES LLC	Apr 30, 2013	Aug 26, 2013	118	Firm change	Other
G. A. REPPLE & COMPANY	SUNTRUST INVESTMENT SERVICES, INC.	Jul 28, 2011	Jul 25, 2011	-3	Firm change	Other
WELLS FARGO ADVISORS	G. A. REPPLE & COMPANY	Jan 14, 2010	Mar 17, 2010	62	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Dec 31, 2007	Jan 30, 2008	30	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
421:318781:FL:2022-04-08	Apr 13, 2022	Apr 6, 2022	SANFORD, FL	Firm change

Relationships

Registered with (7)

→ TRIPLETAIL WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 6, 2022 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 18, 2019 to Apr 13, 2022factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 10, 2016 to Feb 12, 2019factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Aug 26, 2013 to Jan 29, 2014factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 25, 2011 to Apr 30, 2013factForm ADV
→ G. A. REPPLE & COMPANYRegistered adviserregistration: previous registration
Mar 17, 2010 to Jul 28, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 30, 2008 to Jan 14, 2010factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
Jason Scott Adams left Woodbury Financial Services, Inc. for Tripletail Wealth Management (registered 2022-04-06)
Form ADVobserved 5 days ago