Adam Charles Jones
Investment adviser representative at Certified Advisory Corp
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Certified Financial GroupApr 2025 to now
- Fortune Financial ServicesMar 2021 to now
- Certified Advisory CorpJan 2017 to now
- Pinnacle Insurance & Financial ServicesDec 2013 to now
- Suwannee Officials AssociationJul 2015 to Aug 2019
- Maitland Securities, Inc.Jul 2013 to Dec 2016
- Transam Securities, Inc.Jun 2013 to Jul 2021
- Summerlin Financial Advisors, Inc.May 2013 to Dec 2025
- University Athletic AssociationOct 2010 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 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
- 6209578
- Firm CRD
- 120990