James K. Adams, III, CFA, CFP®, MBA

Vice President
  • James K. Adams, III, CFA, CFP®, MBA

    Jimmy earned his Master of Business Administration degree from the University of North Carolina-Chapel Hill. He received his Bachelor of Science degree cum laude from Wake Forest University in Finance and Accounting. He received the Chartered Financial Analyst designation in 2004 and became a Certified Financial Planner in 2017. He is a Registered Investment Advisor with the Securities and Exchange Commission.

    Prior to joining MOSAIC, Jimmy spent four years with a trust company as Senior Investment Analyst where he designed client portfolios, including asset allocation and trade recommendations. He was Vice President of Product Management for three years at a hedge fund, which managed billions of dollars. He began his career as an Investment Analyst with two national life insurance companies, where he was responsible for investment selection and credit evaluation for multi-billion-dollar corporate bond portfolios.

    After the collapse of the financial markets in 2009, Jimmy worked a stint at Waffle House. This experience enabled him to write his memoir, Waffle Street, which was published in 2010. It was later adapted into a feature film starring Danny Glover as his restaurant mentor and James Lafferty playing him. The film received numerous awards, including Best Feature at the 2015 Hollywood Film Festival and became a smash hit on Netflix.

    Jimmy enjoys boxing, swimming, and is conversant in the Romanian language.

    Waffle Street Trailer

    Wall Street Journal

    Fox Business

    Back

     

Mighty Oak Strong America Investment Company | 940 Century Drive, Mechanicsburg, PA 17055
Phone: 717-790-9001 | Fax: 717-790-9031| Email: don.mosaic@comcast.net