Member FINRA / SIPC

Canton Street Strategies

An Atlanta-based broker-dealer specializing in tax reduction strategies and access to alternative investments — led directly by its founding principals.

Jake Bryant

Chief Executive Officer & Supervisory Principal

CRD #3086472

Jake began his financial services career in 1998 with American Express Financial Advisors, later Ameriprise Financial, rising to District Manager in 2000 and Field Vice President from 2002 to 2005. In 2005, he left corporate leadership to launch his own private wealth advisory practice, growing it over nearly 21 years to almost $1.2 billion in assets under management. In 2024, he transitioned that practice into Adapt Wealth Advisors, an SEC-registered investment advisory firm he leads today, managing approximately $477 million in assets with a focus on tax-efficient wealth management, wealth transfer planning, and complex financial situations for business owners and high-net-worth clients. From 2004 to 2010 he oversaw compliance for a predecessor Ameriprise-affiliated firm, supervising approximately 60 advisors. He holds the ChFC, AIF, CRPC, APMA, and CEPA designations along with FINRA Series 7, 9, 10, 24, and 65 licenses, and is a graduate of the University of Georgia with a BBA in Finance.

Andy Marshall

President, CCO, AMLCO & Supervisory Principal

CRD #4339885

Andy has spent more than two decades in financial services, specializing over the last ten years in alternative investment capital markets, national fundraising strategy, broker-dealer leadership, and product development for institutional-quality real estate and private investment offerings. He has helped launch and lead broker-dealer capital markets teams, growing annual fundraising from roughly $50 million to more than $350 million and helping design and introduce investment offerings across private debt, hospitality, development, and 1031/DST programs, while also advising real estate sponsors on entry into the RIA and independent broker-dealer channels. He now devotes his full attention to Canton Street Strategies as President, CCO, and AMLCO. Earlier in his career he supported capital raising for sponsors including WP Carey, Inland, Realty Capital, and Peachtree Group. Andy holds active registrations as a General Securities Principal, General Securities Representative, Investment Banking Representative, and Operations Professional (Series 7, 24, 63, 79, 99).

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