Investment adviser representative · Joel Adams And Associates Inc.
Jessie M. Goodwin
CRD 5854333 · Asheville, NC
At a glance
Jessie M. Goodwin is an investment adviser representative with Joel Adams And Associates Inc. in Asheville, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jessie’s SEC record dates to 2010, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Joel Adams And Associates Inc.Since February 2026Asheville, NC · $306M in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jessie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.