Adam Pearson Jewett
Investment adviser representative at Abundant Wealth Management LLC
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$243.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Abundant Wealth Management LLCJul 2025 to now
- The Leaders Group, Inc.Jul 2010 to now
- The Smith Companies/capitas Fin'lDec 2009 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Abundant Wealth Management LLC
$243.8MAssets managed
187Clients
3Advisers
1 yearIn 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
- 5011832
- Firm CRD
- 331285