Adrian Eddleman, MBA, CSM (Director/Advisor)

Adrian Eddleman serves clients throughout the country advising them on wealth management, financial, and estate planning as well as institutional asset management for credit unions, CPAs, RIAs, broker/dealers, and others. The firm also performs fiduciary advisement for qualified group retirement plans, both ERISA and non-ERISA based.

Adrian’s extensive knowledge and experience in finance and economics, including the inner workings of the monetary system, has been recognized by the press. His clients have been featured in Kiplinger’s Magazine and the Wall Street Journal. He has been quoted in Jane Bryant Quinn and Investment News.

Adrian taught Leadership, Current Issues, Financial Markets and Institutions, Investment Analysis and Portfolio Management, and Real-Time Portfolio Management at Freed Hardeman University and Union University and is a sought-after speaker for business and political events. He hosted the radio program, Eddleman’s Economic Insight, on the TJ Network since 2012 and served as a County Commissioner from 2010 to 2016.

Prior to starting his own business, Adrian managed shopping malls throughout the country, including Jackson’s own Old Hickory Mall. He is a Certified Shopping Center Manager (CSM) through the International Council of Shopping Centers (ICSC). Adrian started working in his early teens, worked his way through school, and often held multiple jobs in his early years.

Adrian has held four NASD securities licenses, but currently he only maintains the Uniform Investment Advisor License since he no longer “sells” investments, but prefers to advise clients on the best methods for investing. He earned his BBA from Lambuth University’s School of Business and Economics and his MBA from University of Tennessee.

Adrian is very active with his community and profession and has been a volunteer or member of the Exchange Club, Junior Achievement, Rotary, Regional Inter-Faith Association, Room at the Inn, National Federation of Independent Business, National Association of Personal Financial Advisors, National Rifle Association, Tennessee Firearms Association, the Heritage Foundation, and other groups. He serves on the advisory board for Youth Town and is a member of Skyline Church in Jackson.