Jonathan Keith Adams
Investment adviser representative at Northwest Financial Advisors LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Northwest Financial Advisors LLCApr 2014 to now
- Northwest Financial Group LLCFeb 2014 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Apr 2007 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
Northwest Financial Advisors LLC
$1.2BAssets managed
1,915Clients
20Advisers
13 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
- 2371031
- Firm CRD
- 166769