Jacob Michael Adams
Investment adviser representative at Kingdom Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$520.9MFirm assets
8 yearsFirm in business
Are you Jacob Michael Adams? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Fullerton Financial PlanningDec 2025 to now
- Kingdom Financial Group, LLCDec 2025 to now
- AnnexusSep 2020 to Nov 2025
- Annexus SecuritiesSep 2020 to Nov 2025
- The Vanguard Group, Inc.Jan 2018 to Sep 2020
- Arizona State UniversityAug 2017 to May 2019
- Blue Phoenix MechanicalJun 2017 to Jan 2018
- Arizona Sports Medicine CenterAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Kingdom Financial Group, LLC
$520.9MAssets managed
1,810Clients
14Advisers
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
- 6903143
- Firm CRD
- 155676