Jonathon Richard Mcadow
Investment adviser representative at Adapt Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
$469.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
18 years in the industry.
- Adapt Wealth Advisors, LLCFeb 2024 to now
- Self EmployedJun 2008 to now
- Ameriprise Financial Services, LLCApr 2022 to Feb 2024
- Orion Portfolio SolutionsApr 2021 to Apr 2022
- Hidden LeversFeb 2020 to Apr 2021
- UnemployedSep 2019 to Feb 2020
- Cambridge Investment Research, Inc.Apr 2017 to Sep 2019
- Longview Wealth ManagementApr 2017 to Sep 2019
- Ameriprise Financial Services, Inc.Mar 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Adapt Wealth Advisors, LLC
$469.2MAssets managed
463Clients
7Advisers
2 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
- 4764111
- Firm CRD
- 329448