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Jonathan Hugh McAdams

Foster Victor Wealth Advisors

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About Jonathan Hugh McAdams

Jonathan McAdams is a financial advisor with Foster Victor Wealth Advisors, based in Greenville, South Carolina. Jonathan has been in the industry since 1994, holding a Series 7, Series 63, and Series 65 license. He is a CFA charterholder and provides portfolio management for individuals and businesses. Jonathan has experience working with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, and corporations. The firm primarily provides financial planning services.

Firm Information

Jonathan McAdams is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jonathan McAdams’s Registration & Firm History

SC

01/01/2025 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

NY

08/09/1994 - 03/22/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Hugh McAdams.
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