John Allan Adams
Investment adviser representative at Adams Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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
Experience
15 years in the industry.
- Adams Advisory Services, LLCApr 2026 to now
- J.P. Morgan Securities LLCMay 2023 to Feb 2026
- JPMorgan Chase Bank, N.A.May 2023 to Feb 2026
- Baker Tilly Us, LLPJul 2021 to Mar 2023
- Baker Tilly Wealth Management, LLCJul 2021 to Feb 2023
- Merrill LynchOct 2011 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Adams Advisory Services, LLC
$0Assets managed
0Clients
1Advisers
Under 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
- 5866500
- Firm CRD
- 341683