Jonathan Adams
Investment adviser representative at Fifth Third Wealth Advisors LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.8BFirm 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
- Seminars and workshops
Experience
21 years in the industry.
- Fifth Third Wealth Advisors LLCJan 2024 to now
- Fifth Third WealthJan 2024 to now
- Mainstreet AdvisorsAug 2023 to now
- Fifth Third BankMay 2020 to Aug 2023
- Fifth Third SecuritiesMay 2020 to Aug 2023
- UnemployedMar 2020 to May 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2020
- FidelityJun 2005 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Fifth Third Wealth Advisors LLC
$7.8BAssets managed
1,498Clients
66Advisers
5 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
- 5100012
- Firm CRD
- 313015