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Adam Charles Jones

Certified Advisory Corp.

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About Adam Charles Jones

Adam Jones is a financial advisor with Certified Advisory Corp. Adam is registered to offer investment advice in Florida. Adam has been in the securities industry since July 29, 2013. Before joining Certified Advisory Corp., Adam was employed at TRANSAM SECURITIES, INC. and MAITLAND SECURITIES, INC. Adam holds the Series 6 and Series 65 licenses, along with the Securities Industry Essentials (SIE) exam. Adam specializes in helping individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Adam Jones is currently registered with Certified Advisory Corp.. Certified Advisory Corp. is an investment advisor headquartered in Altamonte Springs, FL with approximately $2.3 billion in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.
Certified Advisory Corp.

1111 DOUGLAS AVENUE

ALTAMONTE SPRINGS, FL 32714-2033

$2.27B

Assets Under Management

57

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees

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Adam Jones’s Registration & Firm History

FL

01/27/2017 - Present

Certified Advisory Corp. (Gainesville FL)

CA

07/30/2013 - 07/13/2021

TRANSAM SECURITIES, INC. (LOS ANGELES CA)

FL

07/31/2013 - 12/31/2016

MAITLAND SECURITIES, INC. (GAINESVILLE FL)

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Licenses & Designations

IA

Issued 05/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Charles Jones.
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