Adam Keeler Jones
Investment adviser representative at Drive Wealth Advisers
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 feeOther
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.
- Drive Wealth AdvisersFeb 2025 to now
- Drive Wealth Management, LLCJan 2025 to now
- Osaic Wealth, Inc.Sep 2023 to Jan 2025
- Sagepoint Financial, Inc.Jul 2010 to Jan 2025
- Keeler Thomas IncApr 2008 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 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
- 5485098
- Firm CRD
- 174728