Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Keith Adams is a financial advisor with over 29 years of experience in the industry. He is registered with Northwest Financial Advisors LLC and has been with the firm since April 2014. He also owns Northwest Financial Group LLC, an independent investment advisor firm. Jonathan has a wide range of experience in financial planning, portfolio management, and insurance services. He specializes in providing financial advice to individuals, high net worth individuals, businesses, charitable organizations, and pension and profit sharing plans. He is also registered with the Securities Industry Essentials Examination (SIE), Series 7, Series 6, Series 63, and Series 65 examinations. Jonathan's dedication to his clients and his extensive knowledge of the financial industry make him a valuable resource for anyone seeking financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VA
04/28/2014 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
05/03/1999 - 05/11/2007
PARK AVENUE SECURITIES LLC (RESTON VA)
NY
02/02/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
07/14/1993 - 12/29/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1993 - 12/29/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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