Eli Joseph Adams
Investment adviser representative at Perspective Wealth Management
1 yearExperience
2 statesRegistered in
CFP® certificationDesignation
$595MFirm 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
Experience
1 year in the industry.
- Perspective Wealth ManagementNov 2016 to now
- The Junk Investment GroupOct 2016 to now
- Securities America IncMay 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Perspective Wealth Management
Legal name: The Junk Investment Group, LLC
$595MAssets managed
264Clients
2Advisers
37 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
- 6656631
- Firm CRD
- 104619