Jonathan Hugh Mcadams
Investment adviser representative at Foster Victor
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm 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
Experience
11 years in the industry.
- Foster VictorJan 2025 to now
- Foster Victor Wealth Advisors, LLCJul 2021 to now
- Wcm Global WealthSep 2015 to Jul 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (SC).
Foster Victor
Legal name: Foster Victor Wealth Advisors, LLC
$2.6BAssets managed
1,728Clients
20Advisers
10 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
- 2515543
- Firm CRD
- 283656