Caleb James Jelcick
Investment adviser representative at Mcadam LLC
13 yearsExperience
2 statesRegistered in
$2.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Mcadam LLCJun 2021 to now
- StarbucksMar 2020 to Sep 2021
- Columbia HospitalityJun 2019 to Aug 2019
- Shur-kleen Cash WashMay 2019 to Jun 2019
- JoyrunJan 2019 to May 2019
- UpsDec 2018 to Jan 2019
- Washington State UniversityAug 2017 to May 2021
- The Valley Athletic ClubJan 2015 to Aug 2018
- Tumwater High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Mcadam LLC
$2.7BAssets managed
5,551Clients
135Advisers
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
- 7450323
- Firm CRD
- 170914