Jessie Goodwin
Joel Adams and Associates · Asheville, North Carolina
Jessie Goodwin is a fee-only financial advisor at Joel Adams and Associates in Asheville, North Carolina, who holds the CFP credential. Joel Adams and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Joel Adams and Associates |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $305.6M across 1,452 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5854333 |
| Exams passed | Series 65 (2014) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.joeladamsasheville.com |
| Profile |
How Jessie's firm compares
- Joel Adams and Associates's average account is about $210,000, from its Form ADV (assets managed divided by 1,452 accounts).
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Questions about Jessie
Is Jessie Goodwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessie holds no broker registration, and Joel Adams and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessie charge for financial advice?
Jessie's firm, Joel Adams and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessie Goodwin based?
Jessie Goodwin is based in Asheville, North Carolina.
What credentials does Jessie Goodwin hold?
Jessie Goodwin holds the CFP credential.
Is Jessie Goodwin registered with the SEC?
Yes. Jessie Goodwin is registered as an investment adviser representative in NC (CRD 5854333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joel Adams and Associates manage?
Joel Adams and Associates reports $305.6M across 1,452 accounts in assets under management.
How do I contact Jessie Goodwin?
Through Jessie's website, www.joeladamsasheville.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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