Rebekah Adams
Investment adviser representative at Perspective Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$843.9MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Perspective Wealth Partners, LLCJul 2022 to now
- Jgc Wealth Management LLCMay 2019 to Jul 2022
- Johnson, Glaze & Co., PcMay 2019 to Jul 2022
- Aldrich Cpas & AdvisorsJan 2019 to Apr 2019
- Corban UniversityAug 2018 to Dec 2018
- Sonrise ChurchMay 2018 to Aug 2018
- Corban UniversityAug 2017 to May 2018
- Potbelly Sandwich ShopMay 2017 to Aug 2017
- Corban UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ID).
Perspective Wealth Partners, LLC
$843.9MAssets managed
291Clients
8Advisers
12 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
- 7419249
- Firm CRD
- 140330