John Joseph Adam
Investment adviser representative at Forum Financial Management, LP
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Spokas & Associates Cpa's LLCJan 2025 to now
- Forum Financial Management, LPJul 2002 to now
- Forum Tax & Accounting Services LLCJan 2023 to Dec 2025
- Forum Tax & Accounting Services LLCJul 2002 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2010380
- Firm CRD
- 145706